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.

Mar 27, 2019

Having attended the 2018 SRI Conference in Colorado Springs, aka: SRI in the Rockies back in November, I remember returning not only inspired to continue the work we do, but reassured that the work we do for our clients is simply the right work to be doing. SRI is the acronym for investments that focus not only on a financial … Continue reading “You Don’t Know What You Don’t Know”

Oct 31, 2018

WASHINGTON, D.C., Oct. 31 – The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends,released today, found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States. This represents a 38 … Continue reading “US SIF Foundation Releases 2018 Biennial Report On US Sustainable, Responsible And Impact Investing Trends”

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7 Steps for Investing with Impact

 
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