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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A few strategies that may help you prepare for the cost of higher education.
Beware of these traps that could upend your retirement.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.