epiccapital.comEpic Capital Wealth Management | Financial Advisor | Charlotte, NC

Services E3: Community Insights + Resources Contact Account Access Everyone has a story. Let your legacy tell yours.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 Lived TM . Welcome to Epic Capital Wealth Management. Edward R. Doughty, CFP® Managing Director edoughty@EpicCapital.com Check the background of brokers at this firm on FINRA’s BrokerCheck Epic Market MinuteE3: In the Community We have a mission to positvely impact our community. We do this through our E3 program. E3: CommunityBasics of Financial Fitness May 13, 2024 There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of fitness, there are baseline elements associated with financial fitness. To make sure that you’re on the right track, develop a … Continue reading Basics of Financial Fitness” Market Update – Navigating May’s Stock Market Outlook May 10, 2024 After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, Sell in May and go away.” There is some merit to this old adage because the S&P 500’s … Continue reading Market Update – Navigating May’s Stock Market Outlook” News + Resources Top of Page10 Smart Money Moves for 2023 Get it Now A Retirement Fact Sheet Get it Now 12 Estate Planning Must-Do’s Get it Now Try Our Interactive Wealth Analyzer Open Analyzer 7 Steps for Investing with Impact Get it now Start Investing with Guided Wealth Portfolios Start here Receive our weekly market commentary in your inbox:Sign UpNewsletter ArchiveServices Epic Capital provides the following comprehensive financial planning and investment management services: Learn MoreFinancial Planning Investment Management Retirement Planning Estate Planning Tax Planning Income Planning Philanthropic Planning Risk Management Impact Investing Education Planning Find us on: 6135 Park S Dr #527, Charlotte, NC 28210 Email info@epiccapital.com Call (704) 552-5200 Fax (704) 552-5201 Copyright © 2024 Epic Capital Wealth Management. All Rights Reserved. Securities offered through LPL Financial. Member FINRA / SIPC . The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, DE, FL, GA, IN, LA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, VT,...