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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.

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EPIC Advisory Partners 

EPIC Advisory Partners provides investment advice through Fountainhead Capital Management, LLC, an unaffiliated registered investment adviser.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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