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

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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 29, 2023

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”

Mar 27, 2023

Overview As we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%. Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections, unlike the Fed’s decision back in March 2020 to delay updated projections due to financial instability. Yesterday, the … Continue reading “Market Update: Three Takeaways from the Fed Decision”

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