How We Help
You're not only an investment.
A whole-picture approach.
Where the traditional Financial Advisor spends the majority of their time on your investment assets alone, we look at your whole financial picture, including lifestyle, family needs, business goals, real estate, as well as your traditional investment assets.
As your consultant, we help you with complex issues such as aligning goals to family values, tax minimization, cash flow, debt financing, business ownership transition, investments, and asset protection. We look at all things that affect the goal of growing your total net worth.
E-Wealth Partners is an independent fiduciary, legally bound to act in your best interest.
Traditional Financial Advisor's Approach
E-Wealth's Holistic Advice Approach
Pillars of wealth management.
Lifelong support, ongoing advice covering 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
Get the most from intentional alignment.
We take a unique approach that we refer to as "intentional alignment." Intentional alignment allows you to live life deliberately and with purpose. We listen to understand your core values, define what activities and experiences energize you, and guide you towards financial security and financial independence.
When these are aligned, you are getting the most from the E-Wealth Intentional Alignment process.
Core Values
Your core beliefs that impact your behavior. Helpful when making difficult decisions.
Financial Health
The feeling of having financial security and financial freedom of choice.
Experiences & Activities
Intentional actions you take day-to-day throughout life.
Intentional Alignment
You are living your life intentionally. Your actions are aligned with your core values and are financially fit.
Your Financial Picture in One Place
E-Wealth Portal.
The E-Wealth Portal is a powerful tool that helps us provide comprehensive financial planning services. It allows us to integrate various aspects of your financial life into one cohesive plan, ensuring the decisions you make align with your overall goals and core values.
Through the E-Wealth Portal, we can monitor your income, expenses, investments, and more in real-time. This enables us to offer informed advice and assist you in making timely decisions. Our objective is to simplify the complexities of financial planning, providing you with clarity and a structured approach to pursuing your financial goals.
Our 2-part process.
Get started with a strategic plan. Stay on course with an ongoing partnership.
Getting Started
- Step 1
Discovery Call
15 minutes
- Step 2
Initial Consultation
60 minutes
- Step 3
Plan Assessment Review
35 minutes
- Step 4
Take Action!
Ongoing Complete Advice
- Quarterly reviews and proactive check-ins
- Continuous coordination with your CPA and attorney
- Ongoing tax, estate, and cash-flow monitoring
- Investment rebalancing and portfolio oversight
- Guidance through life's major transitions
What's your business worth?
Possessing an understanding of your business value is perhaps the key ingredient when aiming to undertake a host of strategic activities and decisions. We use BizEquity, an innovative technology that allows us to deliver accurate and efficient business valuations, free to clients. When we have a better understanding of what your business may be worth, we can make more informed decisions for your future.
Discover Your Business ValueTake the next step
Learn how we help you achieve your financial goals.
A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.