They are EXCELLENT. Ed and Jason take fantastic care of my accounts and the have MY BEST INTEREST when it comes to my monies.
From Epic Capital Wealth Management
Financial Advisor Charlotte, NC - We provide plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service. Our clients invest with a purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived.
