About

"We offer experienced and actionable wealth-building strategies that are aimed directly at assisting our clients in achieving their ultimate financial goals."

The Epic Story

Epic Capital Wealth Management located in Charlotte, NC was founded in 2009. Led by senior Financial Advisor Ed Doughty, CFP® who has 27 years of financial planning and investment management experience.

Having personally seen both ends of the wealth spectrum growing up, Ed leads his firm with a compassionate understanding that everyone’s financial story is different, and therefore every plan created needs to take into account many things that don’t always start with a dollar sign.

We value our clients’ time, and we respect the fact that they have lives outside of their finances.

Serving families both locally and throughout the United States, Epic Capital distinguishes itself from other investment management and financial planning firms by not adhering to some sort of pre-set or quota-based agenda. Our clients’ individualized needs, their resources, and their overall level of interest and time, dictate the path we take with each unique relationship.

The Epic Experience

Upon contacting us, the focus of the conversation will be on you, the purpose of your call, any underlying concerns or immediate needs, and of course, you can ask a lot of questions about us.

Should you choose to continue the discussion, we then schedule (due to the COVID-19 Pandemic) a virtual meeting and send you a Confidential Client Profile which takes about 15-minutes to fill out. This will give the financial advisor a foundation upon which the upcoming conversation can build, and get the wheels turning for how we can best serve you.

In the upcoming (virtual) meeting, the financial advisor will further expand upon the initial conversation, share insights derived from your profile responses, uncover additional details, and offer possible wealth strategies to consider.

We recognize that money does not define someone; money simply helps define the things that are important to someone – and we look to find out what those things are.

If after this conversation you decide that our firm is a good fit for you, and we feel as though the services we provide can truly add value, then we get started … you dictate the pace at which we move forward, how much time you have to spend, and which services you’d like to retain.

Come experience the Epic Experience for yourself, we welcome the opportunity to meet with you.

 

Meet the Team

 

Epic Insights

Jan 15, 2021

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time. If … Continue reading “Estate Planning Checklist for When a Spouse or Parent Passes”

Jan 11, 2021

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and traded lower out of the gate, with the S&P 500 dropping … Continue reading “2021 Opens With a Bang”

Jan 8, 2021

A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare workers continue to perform heroically, while the rest of us must continue to make sacrifices until vaccines are widely distributed. … Continue reading “Market Update: 2021 Brings a Fresh Start”

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