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

Check the background of brokers at this firm on FINRA's BrokerCheck

E3: In the Community

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

Dec 4, 2023

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.

Dec 1, 2023

November lived up to its reputation as a strong month for stock market seasonality with the November “Turkey Rally” delivering outsized returns for stocks. Now as we look ahead to December, investors are asking the question: Is the Santa Claus Rally still coming to town?

News + Resources >