Epic Capital

At Epic Capital Wealth Management, we believe that everyone's financial story is unique, and we're dedicated to helping our clients achieve their ultimate financial goals. With over 27 years of experience in financial planning and investment management, our founder and Managing Director, Edward R. Doughty, CFP, has a deep understanding of the complexities of personal finance.

Our Mission and Values

At Epic Capital, we're committed to providing exceptional service and tailored financial solutions to our clients. We believe that everyone's financial journey is different, and we take the time to understand each client's unique circumstances, values, and goals. Our experienced advisors work closely with each client to create a personalized financial plan that aligns with their values and aspirations.

Our Services

We offer a comprehensive range of financial planning and investment management services, including:

• Financial Planning: We take the time to understand each client's financial situation, goals, and values to create a customized financial plan that meets their unique needs.
• Investment Management: Our experienced advisors work closely with each client to manage their investments and ensure that they align with their financial goals and risk tolerance.
• Retirement Planning: We help our clients plan for a secure and fulfilling retirement by creating a customized plan that takes into account their income, expenses, and goals.
• Estate Planning: We help our clients preserve their wealth and ensure that their legacy is protected for future generations by creating a comprehensive estate plan.
• Tax Planning: We help our clients minimize their taxes and maximize their wealth by utilizing tax-efficient strategies and planning techniques.
• Income Planning: We help our clients create a sustainable income stream in retirement by developing a customized income plan that meets their financial needs.
• Philanthropic Planning: We help our clients give back to their communities and support causes they care about by creating a comprehensive philanthropic plan.
• Risk Management: We help our clients protect their wealth and financial security by developing a customized risk management plan that includes insurance, estate planning, and other risk management strategies.
• Impact Investing: We help our clients align their investments with their values and beliefs by incorporating impact investing strategies into their portfolios.

The Epic Experience

At Epic Capital, we're committed to providing an exceptional client experience. From the initial consultation to ongoing support and guidance, we're dedicated to helping our clients achieve their financial goals. Our experienced advisors take the time to listen to each client's unique circumstances and provide personalized financial planning and investment management services that meet their individual needs.

Meet the Team

Our team of experienced advisors and professionals is dedicated to helping our clients achieve their financial goals. With over 27 years of combined experience in financial planning and investment management, our team is equipped to provide expert guidance and support every step of the way.

Get Started

If you're looking for a trusted partner to help you achieve your financial goals, we'd be honored to work with you. Contact us today to schedule a consultation and discover how Epic Capital can help you achieve your financial aspirations.