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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Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This article may help you maximize the benefits of your donation for your chosen charity.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The item most homeowners forget on their home improvement project checklist is insurance.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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 hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.
When markets shift, experienced investors stick to their strategy.
The decision whether to buy or rent a home may have long-term implications.
Here’s a crash course on saving for college.