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.
Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual. The wise use of credit is a critical skill in today's world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning signs that you may be approaching.
Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual. The wise use of credit is a critical skill in today's world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning signs that you may be approaching.
Services
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.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.
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.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.
As Wealth Advisors, we work in partnership with our clients in designing personalized investment management strategies. As Financial Planners, we can work in concert with tax professionals or attorneys in your or our network to develop a comprehensive financial strategy for your future. As fiduciaries, we are held to the industry's highest standards in the management of your investments, and your wealth.
Nearly one-half of the world's population - more than 3 billion people, 1 billion of which are children - live in poverty, and 1.3 billion live in extreme poverty earning less than $1.25 a day. Eight-hundred and five million people worldwide do not have enough food to eat, and more than 750 million people lack adequate access to clean drinking water.
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