working with us
Experience a modern wealth relationship.
What to Expect
Every element of your plan is tailored to your goals and preferences.
Every element of your plan is tailored to your goals and preferences.
Here’s what you can count on from our team
Regular Check-Ins, Your Way
From texts to Zoom to in-person sit-downs, we match your preferred pace and style of communication.
Powerful Digital Capabilities
Get a full view of your finances with our dynamic online platform that brings your entire wealth picture into focus.
Personalized Analysis, Supercharged
We take the time to understand you, not just your assets, to shape recommendations that reflect your values.
A Female Focus
Our highly qualified, women-led team of experts deeply understands the nuances of the female financial experience.
“Other wealth management firms focused strictly on numbers and projections, whereas E3 approached my life with curiosity and care. E3 didn’t just ask about my assets—they asked about my values, my goals, my fears, and what I wanted my money to do for me.”
Sheira, E3 Client
Principles of Partnership
We Follow the Numbers
Our advice and strategies are rooted in hard data, rigorous analysis, and proven results.
We Explore All Options
We don’t settle for the first answer or the easiest solution. We dig deep and get creative with our thoughtful solutions.
We Don’t Take Shortcuts
Every task, every report, every plan is done with precision and care.
We Are Committed to Growth
We expect our team to have an ongoing commitment to seeking knowledge and improving skills.
Big transitions can derail even the most carefully built financial plans. Navigate financial transitions like divorce, loss, and career changes with E3.
To get in touch with your wealth, start by connecting with us.
By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime through the unsubscribe link.