Dear Friend:
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 LivedTM.
Welcome to Epic Capital Wealth Management.
Edward R. Doughty, CFP®
Managing Director
edoughty@EpicCapital.com
We have a mission to positvely impact our community. We do this through our E3 program.
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.
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Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >