The Difference Is Real

See for yourself.

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Who and How We Help

At e3 Wealth, we’re here for visionaries, independent thinkers, people filled with curiosity and anyone who refuses to settle for “just fine.” We align those who want clarity and control — entrepreneurs, business owners, families and individuals preparing for retirement — with exciting opportunities.

How?

By delivering education-first guidance, custom strategies and alternative tools like private equity or tax-efficient solutions.

Our Process

We start by getting to know your dreams, aspirations, inspirations and current situation so we can craft a customized plan that addresses taxes, asset allocation, cash flow, investments, entity structure and more. We even help build a team of accomplished professionals who are uniquely qualified to meet your specific needs.

Ultimately, that team will guide you through a financial process built on four core tenents:

  • Education: We provide you timely information that should assist you in executing prudent financial decisions that will protect the purpose of your money.
  • Confidence: Gain knowledge that helps you see a customized approach you can confidently pursue with our firm.
  • Action: Collaborate with our financial team to implement forward-thinking wealth and tax strategies designed to "Advance & Protect" your financial picture.
  • Trust: We know that trust is earned, which is why we exhibit our character and competency through proactive communication. Managing your expectations is our highest priority.

Step Beyond the Status Quo

Here’s how:

  • Purpose-Driven Philosophy: Better strategies start with a better approach. We center your plan on risk-managed growth and focus on building long-lasting financial security.
  • Education-Based Advising: Knowledge is power, and we empower you with a clear understanding of your financial options. We teach first, then guide.
  • Advanced Tax Mitigation and Risk Management: Your wealth deserves better protection. Our strategies aim to reduce the impact of market volatility, inflation and unnecessary taxation.
  • One-Size-Fits-One: Your goals, your plan, your wealth. Everything we do is tailored to reflect your unique circumstances and ambitions.
  • Challenging Financial Norms: We make it our mission to challenge the inefficiencies in government policies, traditional media and outdated financial advice.