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e3 Wealth oversees more than $500+ million in assets and providing 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 investment strategies, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts.

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The Property & Casualty division of e3 that handles both individual and commercial insurance needs. e3 Insurance is on a mission to educate our clients about their insurance options, empower them to pursue their interests free from the stress of unaddressed liabilities, and enlighten them on the benefits of insurance through our fierce commitment to the protection of their assets. Our areas of coverage include (but are not limited to): homeowners, auto, personal umbrella, rentals, collections, commercial property, commercial auto, cyber liability, workmen’s comp, and EPLI.

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