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 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
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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.
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.
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Entrepreneurs all face the same question, “Which business structure should I adopt?”
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Here are six flags that may make your tax return prime for an IRS audit.
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.