Your trusted partner.
Our certifications give you the confidence that we are experts in a wide range of business finance.
- Certified Financial Planner®
- Certified Private Wealth Advisor®
- Certified Valuation Analyst®
- Certified Exit Planner™
Clarity today to conquer tomorrow.
Wealth management, done masterfully.
Serving entrepreneurs and executives of privately held businesses.
At E-Wealth Partners, we’re more than wealth advisors. We serve as a trusted partner in helping you navigate the unique challenges you face as an entrepreneur or key executive of a privately held business. From growing revenue to succession, our goal is the same as yours – to help maximize your wealth and allow you to live life on your terms.
A roadmap for your financial future.
Maximize the entrepreneurial journey.
We understand the complexities of managing both a business and a family. We’re here to help you optimize your personal and business finances by providing a roadmap giving you clarity today to conquer tomorrow.
Our holistic approach that we refer to as “intentional alignment” allows you to live life intentionally and with purpose.
Your quarterback: a holistic approach.
We quarterback the relationships between your trusted advisors (CPA, attorney, M&A, etc.) so you can ensure it’s all aligned and optimized, saving you time.
Experts in business valuation and exit planning.
Your business is likely your biggest asset. We have helped clients build business value and execute the sale or transfer of their business, likely the biggest transaction of their lifetime.
Pillars of wealth management.
Lifelong support — ongoing holistic advice in these key areas:
Financial
Planning
- Goals-Based Planning
- Actionable Advice Keeping You on Track
- Financial Scorecard Monitoring/Tracking
- Saving & Debt Payoff Strategy
- Coordination with Trusted Professionals
Investment
Management
- Academic & Evidence-Based Philosophy
- Independence – No Proprietary Products
- Aligning Investments with Your Goals
- Diversified Allocation & Rebalancing
- Tax-Efficient & Low-Cost Portfolios
Tax
Planning
- Yearly Tax Planning
- Tax Efficient Saving Strategies
- Tax Bracket Management
- Charitable Gifting Strategy
- Investment Gain/Loss Strategy
Insurance
Analysis
- Analysis & Policy Review
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Workplace Benefits Insurance
Trust &
Estate Planning
- Review of Will, Trust, Power of Attorney, Health Care Directives
- Wealth Transfer
- Asset Titling & Beneficiary Designations
- Gifting Strategies
- Philanthropic Planning
Business
Planning
- Business Tax Planning
- Retirement Savings Plan & Benefits Optimization
- Business Valuation
- Cash-Flow & Liquidity Needs
- Business Acquisition & Exit Planning
Workplace
Benefits
- Benefit Review
- Retirement Savings Plan Optimization
- Insurance Offering Review
- Stock Options & RSU Strategy
- Executive Compensation Planning
