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
EPIC Wealth Management is a financial planning firm in Red Bank, NJ. We understand that individuals face unique challenges as they build wealth and plan for the future. As your financial advisor, 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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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Five strategies for managing your student debt.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Currency has been around for a long time. Here’s a quick history lesson.
Marriage changes everything, including your insurance needs.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.