We ensure our clients financial goals and objectives are Empowered, Protected, Integrated and Coordinated in the most efficient manner.Learn More
We are committed to giving our clients a holistic and fact based plan supported by our professional, committed and passionate team.Learn More
We systematically empower wealth accumulation to our private clients and our business clients by utilizing a process driven, not product driven approach.Learn More
Understanding Today's Financial Environment
Welcome, we are EPIC Wealth Management LLC, a financial professional firm in Tinton Falls, NJ. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
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IMPORTANT DISCLOSURE INFORMATION
Jarred Bunch Consulting, LLC (“Jarred Bunch”) is an SEC registered investment adviser located in Indianapolis, Indiana. Jarred Bunch and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Jarred Bunch maintains clients. Jarred Bunch may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Jarred Bunch’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Jarred Bunch’s web site on the Internet should not be construed by any consumer and/or prospective client as Jarred Bunch’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Jarred Bunch with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Jarred Bunch, please contact the SEC or the state securities regulators for those states in which Jarred Bunch maintains a notice filing. A copy of Jarred Bunch’s current written disclosure statement discussing Jarred Bunch’s business operations, services, and fees is available from Jarred Bunch upon written request. Jarred Bunch does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Jarred Bunch web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Jarred Bunch is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Jarred Bunch by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Jarred Bunch’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Jarred Bunch, or from any other investment professional.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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