Edward Doughty

managing director at Epic Capital Wealth Management - Charlotte, NC, US

Edward Doughty's Contact Details
HQ
704-552-5200
Location
Company
Epic Capital Wealth Management
Edward Doughty's Company Details
Epic Capital Wealth Management logo, Epic Capital Wealth Management contact details

Epic Capital Wealth Management

Charlotte, NC, US • 5 - 9 Employees
Financial Services

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, while helping our clients to work towards their ultimate financial goals, The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the most suitable financial strategies in place, but who is also obligated to keep your best interests at the forefront of all they do.Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth.If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it's time for a second opinion. Come experience the Epic Experience for yourself!

Comprehensive Wealth Planning Estate Planning Retirement Income Planning Investment Management Impact Investing Sustainable Investing Responsible Investing Education Planning Retirement Planning Philanthropic Planning Tax Planning Risk Management Insurance Planning Financial Services Financial Advisory Services
Details about Epic Capital Wealth Management
Frequently Asked Questions about Edward Doughty
Edward Doughty currently works for Epic Capital Wealth Management.
Edward Doughty's role at Epic Capital Wealth Management is managing director.
Edward Doughty's email address is ***@epiccapital.com. To view Edward Doughty's full email address, please signup to ConnectPlex.
Edward Doughty works in the Financial Services industry.
Edward Doughty's colleagues at Epic Capital Wealth Management are Heath Courtright, Jason Dimitriou, Ben Hughes and others.
Edward Doughty's phone number is ["+17049959300","+17045535993","+17045525200"]
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