A Good Life Well Lived.

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

Dear Friend:

We serve individuals and families who simply want their money to do more. More for them as they aim to achieve their ultimate financial goals, and more along the way as they recognize the positive impact their investment dollars can have in the world. Our clients invest with purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived.

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.

Oct 14, 2019

Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation.

Oct 11, 2019

Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund. Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a chance to grow money set aside for charitable gifting.

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7 Steps for Investing with Impact

 
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