Your trusted 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™
At E-Wealth Partners, we do more than investment management. We serve as a trusted partner in helping you navigate the unique challenges you face. We take a holistic approach to your financial picture helping you optimize your wealth and live life on your terms.
We understand the complexities of managing both a business and a family. We’re here to help you optimize your personal and business finances by providing a roadmap giving you clarity today to conquer tomorrow.
Our holistic approach that we refer to as “intentional alignment” allows you to live life intentionally and with purpose.
Our certifications give you the confidence that we are experts in a wide range of business finance.
We quarterback the relationships between your trusted advisors (CPA, attorney, M&A, etc.) so you can ensure it’s all aligned and optimized, saving you time.
Your business is likely your biggest asset. We have helped clients build business value and execute the sale or transfer of their business, likely the biggest transaction of their lifetime.