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.
One of my favorite Wall Street quotes regarding volatility is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.”
To some, the buying and selling of a company’s stock by corporate executive officers and directors can be an indicator of Wall Street sentiment. In July 2020, the ratio of companies with executive buying compared with executive selling touched 0.27 – the lowest level in nearly 20 years.1
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >