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WEALTH MANAGEMENT

Steward your assets wisely.

In order to grow your wealth substantially, you must make sure it’s working hard for you. However, if you’re like most high-achieving, high net worth professionals, constantly tending to your finances isn’t a viable option. That’s where we come in.

As highly credentialed advisors, we’re equipped to help protect, distribute and amplify your assets so they have better potential to grow and support whatever your future holds. We’re available to collaborate and consult with you when issues or opportunities arise. Most importantly, we’re committed to optimizing your finances continuously—even when your time and energy is limited.

Achieve Your Financial Goals

Put your money to work. E3 can help you:

  • Amplify wealth through personalized investments (that pay off)
  • Avoid heavy taxes
  • Protect assets/facilitate estate planning
  • Monitor and manage your portfolio
  • Manage tax planning

E3’s approach

Our systematic approach to wealth management results in strategic, individualized plans designed to maximize your success:

  1. Define your goals. Looking to expand your business, purchase property, or simply leave your options open? Tell us about your plans, and we’ll help you achieve them.
  2. Take inventory. Before customizing your plan, we’ll get familiar with your assets, liabilities, and current financial strategies.
  3. Collaborate. We frequently involve and educate other financial professionals (attorneys, CPAs, etc.) to create unified strategies for taxes and estate planning.
  4. Make a plan. Once we have all the facts, we’ll tailor your investments to your growth goals.
  5. Monitor and adjust. We recognize that high net worth individuals have a lot to gain and a lot to lose. We will monitor your portfolio vigilantly so that you’re better positioned to avoid losses and seize opportunities.

Get in Touch

Is your portfolio all that it could be? Request a consultation.

Request a consultation