Also known as epic wealth
EPIC Wealth Management is a financial planning and advisory firm based in Red Bank, New Jersey, founded in 2015. It reports about $121 million in assets and takes a holistic, personalized approach to building wealth over time. The firm says it does not chase quick returns and instead focuses on portfolios and solutions that fit a client's overall needs. It offers financial consulting and advisory services, including efficient quantitative solutions, as well as private client financial services and guidance on topics such as life insurance.
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Epic Wealth Management is a wealth manager based in Red Bank, United States, managing approximately $121M in assets.
Epic Wealth Management is headquartered in Red Bank, United States.
Epic Wealth Management manages approximately $121M in assets under management.
Epic Wealth Management was founded in 2015.
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