We serve individuals and families who simply want their money to do more. More for them as they aim to achieve their ultimate financial goals, and more along the way as they recognize the positive impact their investment dollars can have in the world. Our clients invest with purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived.
Welcome to Epic Capital Wealth Management.
We have a mission to positvely impact our community. We do this through our E3 program.
The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.
Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >