Epic Wealth Management

Overview

Epic Wealth Management was established in 2015 in Red Bank, New Jersey. The firm registered with the SEC as an investment advisor bridging portfolio construction with financial planning and insurance brokerage — a bundled model common to smaller private-client shops serving concentrated coastal wealth. Its client base skews toward high-net-worth individuals and families rather than institutional pools, with advice delivered through a fiduciary RIA wrapper that keeps asset custody separate from the advisory relationship. The strategy mix spans core public-market allocations — equities, fixed income, and mutual fund sleeves — alongside access to alternative vehicles and structured insurance products. The firm constructs bespoke policy statements that incorporate tax-aware asset location, income planning, and estate considerations, with insurance lines including life, long-term care, and annuity placement. Its geographic focus remains concentrated in the New Jersey–New York metro corridor. Epic Wealth Management maintains a lean organizational footprint consistent with a single-office RIA. The firm's technology stack and custodian relationships have not been detailed publicly. No philanthropic foundation or adjacent club vehicle is referenced in available records. The firm's structural distinction lies in its bundled fiduciary model — pairing RIA portfolio management with an in-house insurance capability that many independent advisors must outsource. This architecture creates a single point of accountability for both asset growth and asset protection, a configuration that appeals to families seeking integrated wealth management without navigating multiple provider relationships. That integration, rather than scale or proprietary products, defines its competitive niche in the saturated tri-state wealth market.