We assist values-driven clients seeking to preserve their family mission in the management of their wealth. We utilize investment strategies that pursue both financial and social returns for our investors. By honoring their values and helping to work towards their desired impact, they are fulfilling on their legacy for their family, and for the world in which they will live.
Welcome to Epic Capital Wealth Management.
We have a mission to positvely impact our community. We do this through our E3 program.
While doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a … Continue reading “Are You “Wealthy”?”
WASHINGTON, D.C., November 14, 2016 – Sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today. The biennial Trends Report—first … Continue reading “US SIF Foundation Releases 2016 Trends Report”