Epic Capital Wealth Management, based in Charlotte, NC, provides concierge-level wealth management services tailored to a select clientele. Their offerings encompass financial planning, investment management, retirement and estate planning, tax strategies, income planning, philanthropic planning, risk management, impact investing, and education planning. Emphasizing a formal planning process, education, proactive communication, and exceptional service, they aim to help clients invest with purpose, make an impact, and leave a legacy.