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.

Jun 24, 2024

What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average of 18 years for a retiring man and 21 years for a woman (assuming retirement at age 65). So, … Continue reading “Couples Retiring on the Same Page”

Jun 21, 2024

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time. If … Continue reading “Estate Planning Checklist for When a Spouse or Parent Passes”

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