Everyone has a story. Let your legacy tell yours.

Dear Friend:

We assist values-driven clients by ensuring the preservation of their family mission in the management of their wealth. We achieve this through utilizing investment strategies that combine both financial and social returns for our investors. By honoring their values and helping to create their desired impact, they are fulfilling on their legacy for their family, and for the world in which they will live.

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.

May 29, 2016

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up … Continue reading “Impact Investing: Performance, Purpose and Positioning”

Apr 6, 2016

“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court … Continue reading “Why We Embrace Conscious Capitalism®”

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