​Epic Capital Wealth Management is a Charlotte, North Carolina-based firm offering concierge-level financial planning and investment management services. Founded in 2009 by Edward R. Doughty, CFP®, the firm provides personalized strategies tailored to each client’s unique financial goals.

Their services encompass retirement and estate planning, tax and income strategies, risk management, and impact investing. Committed to community engagement, Epic Capital actively participates in philanthropic initiatives and sustainability efforts. Clients are guided by experienced advisors dedicated to helping them invest with purpose, make an impact, and leave a legacy.