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.
Our in-house tax department serves individuals, families and business owners in the areas of income tax preparation, accounting, bookkeeping, compilation, business consulting, and cash flow management. e3 Tax serves our clientele with an experienced team of tax professionals including several Certified Public Accountants (CPA) and Enrolled Agents (EA). Since 2012, e3 Tax has worked with thousands of individual and corporate clients. e3 Tax is looking to expand through strategic partnerships, joint ventures, and acquisitions across the country to create a local to regional to a national footprint in the coming years.
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.