We take the time to understand you.
Managing both a business and a family is complex.
We understand that, and are here to help you optimize your personal and business finances by providing a roadmap giving you clarity today to conquer tomorrow.
Business Owners of Privately Held Businesses
Your journey as an entrepreneur is complex. You want advice that impacts your whole net worth, not just stock market investments. Your business is key to your financial independence, and you need a financial planner who understands valuation and business exit options. You want advice on business/personal cash flow, and a savings plan that allows for liquidity, done tax-efficiently.
You want a partner that quarterbacks the relationships between the CPA, estate planner, insurance agent, and other trusted advisors so you can ensure it’s all aligned and optimized, saving you time.
We believe your entrepreneurial journey should be rewarding! At E-Wealth Partners, we help you and your spouse design a financial plan that aligns and empowers you. You will have a roadmap giving you clarity today to conquer tomorrow.
Business Owners of Privately Held Businesses – Manufacturing, Construction, and the Trades
We have experience working with owners of manufacturing, construction, and the trades. We understand how these companies are valued, how to optimize employer benefit programs, key employee compensation techniques, and typical exit options within these industries. We have also developed a network of trusted relationships with outside consultants and companies that can provide value to your company.
Your journey as an entrepreneur is complex. You want advice that impacts your whole net worth, not just stock market investments. Your business is key to your financial independence, and you need a financial planner who understands valuation and business exit options. You want advice on business/personal cash flow, and a savings plan that allows for liquidity, done tax-efficiently.
You want a partner that quarterbacks the relationships between the CPA, estate planner, insurance agent, and other trusted advisors so you can ensure it’s all aligned and optimized, saving you time.
We believe your entrepreneurial journey should be rewarding! At E-Wealth Partners, we help you and your spouse design a financial plan that aligns and empowers you. You will have a roadmap giving you clarity today to conquer tomorrow.
Executives and Key Employees of Privately Held Companies
You play a key role in the growth of your company and have worked hard to become a leader. You pour your energy and passion into your family and career yet feel overwhelmed with financial decisions impacting your future. You want a roadmap and guide that ensures you are making decisions that are aligned with your goals. You want clarity today to navigate tomorrow.
E-Wealth is a partner that provides expert advice on company benefits, key employee compensation plans, minority ownership transfer, and the potential opportunity to become the successor of your company, all done tax efficiently.
We believe your journey should be rewarding! At E-Wealth Partners, we help you and your spouse design a financial plan that aligns and empowers you. You will have a roadmap giving you clarity today to conquer tomorrow.
