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
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Military families face unique challenges, making personal finance even more critical.
Good employee health can be great for the company’s bottom line.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here’s a guide to explain all the parts of Medicare.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?
Peer-to-peer payment apps are one of the newest ways to send money.
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, cracking the code on bonds.