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 based 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, goals and objectives.Contact Us
Please scroll down to the bottom of our website to review Important Disclosure Information
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know where the idea of “retirement” comes from?
This checklist can give you a quick snapshot of how prepared you are.
Life insurance proceeds are generally tax-free. But not in all cases.
Couples may be able to head off many of the problems in a marriage that money can cause.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.