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 Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it … Continue reading “The Secure Act”
For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your business to your heirs or your business partners … Continue reading “Buy Sell Agreements for Businesses”
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >