Epic Wealth Management LLC

John Spring is a CFP® with 28 years of industry experience, currently serving at Epic Wealth Management LLC. He has worked at EPIC Advisory Partners, Fountainhead Capital Management, Chelsea Financial Services, and LPL Financial. Outside of advisory work, he owns Monarch Group J.E.S. LLC, an independent insurance agency selling fixed and health insurance products. Epic Wealth Management provides financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, utilizing model portfolios and third-party sub-advisors, primarily Fountainhead AM, while maintaining ongoing account monitoring.

Janice Gill is a financial advisor at EPIC Wealth Management LLC in Red Bank, NJ, holding a Series 65 credential with seven years of industry experience. She previously worked at Fountainhead Capital Management, LLC and has been a licensed insurance agent with EPIC Insurance Services since 2003. Ms. Gill spends a significant portion of her time on insurance-related activities alongside her advisory role. EPIC Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic investment approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, while integrating insurance services through its affiliated agency.

Patrick Weeks is a financial advisor at Epic Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Chelsea Financial Services and Gilder Gagnon Howe & Co. Weeks has also operated W&W Consulting LLC since 2021. Epic Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, and integrates insurance services through affiliated entities.

Kelly Cole is a financial advisor at Epic Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Fountainhead Capital Management, Jarred Bunch Consulting, and Chelsea Financial Services. In addition to her advisory role, Ms. Cole is a licensed insurance agent and is involved with the Duffy Cole Agency, LLC, through which she manages a referral-based business relationship. Epic Wealth Management provides financial planning and investment management services to individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with tactical overlays, primarily using model portfolios and third-party sub-advisors, and integrates insurance activities alongside its advisory services.