Best Financial Advisors in Charlotte

A Good Life Well Lived.

Invest with purpose, make an impact, leave a legacy.

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

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E3: In the Community

We have a mission to positvely impact our community. We do this through our E3 program.

Jan 24, 2022

What is a relationship with a financial advisor worth to an investor? A study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about 3% higher over … Continue reading “Measuring the Value of a Financial Advisor”

Jan 21, 2022

Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware … Continue reading “Making Investment Choices”

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