We assist individuals and families seeking to preserve their personal values in the management of their wealth. We do this by utilizing investment strategies that pursue financial returns alongside a positive social or environmental impact. By honoring their values while helping to work towards their own financial goals, they are creating a legacy for themselves, their family, and for the world in which they 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”?”
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >