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.
When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and … Continue reading “Taking Charge of Your Financial Life”
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”
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