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
E3: In the Community
We have a mission to positvely impact our community. We do this through our E3 program.
The rental car you’re driving while on vacation or a business trip is nice–you almost wish you could take it home with you. But what happens if you have an accident while you’re renting it? When you do go home, the last thing you want to take back with you is the liability associated with … Continue reading “Rental Car Insurance”
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
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