Broker Check

732.945.5947

 
Our Firm. Your Strategies. Our Approach. Your Team.

Understanding Today's Financial Environment

Welcome, we are EPIC Wealth Management LLC, a financial professional firm in Red Bank, 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

“Please review Important Disclosure Information set forth in the last section of this web site.”

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.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Jarred Bunch), will be profitable or equal any historical performance level(s).

Certain portions of Jarred Bunch’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Jarred Bunch (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Jarred Bunch, or from any other investment professional.  Jarred Bunch is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.  

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.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Jarred Bunch’s web site, to release and hold harmless Jarred Bunch, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Jarred Bunch.

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow