e3 Wealth oversees $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts.
e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar “mindset” as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building, and we strive to provide a custom solution based on each client’s unique goals.
Let us show you how we think differently and why it’s important you do, too!
Once you realize what is standing between you and financial security then you can identify the resources and services that can add value to your financial life. My passion in business is to awaken the inner entrepreneur in all of us. The entrepreneurial mindset is present when individuals, families, and small business owners do the following:
It is time for people to take responsibility for their personal economy. The problem rests in inactivity, in sitting back and doing nothing, essentially allowing an entitlement society to overtake our ability to succeed or fail on our own merits. If you are ready to equip yourself with the knowledge and strategies to protect your personal economy and finally take control of your financial picture, then e3’s methods are in alignment with your thought process.
As we diagnose the problem, the reality of the situation becomes clearer. Fiscal dependence on others is connected to the motivation behind the difficult financial decisions citizens must make throughout a lifetime. You don’t make those decisions in a vacuum. Generations of families are taught to believe certain myths about money, and those “lessons” are passed down to their children.
We need to break the cycle of financial illiteracy and gain true knowledge about everyone’s human resources (time, talent, and capital). Protecting personal economy is possible for those who value financial independence and control over their economic futures.
Once people wake up and decide that they are ready to take control of their financial pictures, following a process and philosophy that empowers each of us toward first-generation wealth is key. Our education-based advising model will allow you to Take Control of Your Financial Picture while Protecting Your Personal Economy.