A holistic approach.
We have a defined process that identifies opportunities to grow and protect your net worth. We look at your whole financial picture: lifestyle, family needs, and business goals.
Holistic financial planning for entrepreneurs
Your trusted partner.
Your trusted partner that allows you to spend more time with your family and on your business.
Your journey as an entrepreneur is complex. You want advice that impacts your whole net worth, not just stock market investments. Your business is likely your biggest asset and you need someone who understands valuation and business exit options. You want advice on how business cash flow impacts personal cash flow, not only for tax minimization reasons but where to save when liquidity is needed or when to reinvest back into the business.
You want a partner that quarterbacks the relationships between the CPA, estate planner, insurance agent, and other trusted advisors so you can ensure it’s all aligned and optimized, saving you time.
We believe the entrepreneurial journey should be rewarding! At E-Wealth Partners, we love helping you and your spouse design a financial plan that aligns and empowers you. A plan that addresses your concerns, priorities, and goals tailored to reach your long-term vision. A long-term vision that is worth the pursuit today.
Your trusted business 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™
