e3 Wealh Nashville, helping families challenge the status quo!

Our Services

We’ve modeled e3 Wealth Nashville after the classic family office model, families serving families directly, where our clients become more like family than just another number on a page. Though we specialize in retirement planning and portfolio management, as a family office we serve our client family with most concepts and strategies that involve money or what we call, your personal economy. Our private wealth managers are structured in such a way that they can learn your desires, assess your needs, and then structure the right investment plan based off your personal circumstances rather than attempting to fit you into a predetermined portfolio as a “one size fits all” advisor group would.

Retirement Planning

Risk Management. Structure a Written Income Plan. Social Security Utilization planning. Written Savings plan. We can even calculate what your current plan’s chances are for being successful.

Wealth Protection

Assess and Balance your Investment Risk. Multi Bucket Risk Strategy protects us from losing too much. Understand Risk better than ever with your very own Risk Number through Riskalyze.

Wealth Accumulation

Risk Utilization. Written Growth Goals. Structured savings plan. Active Management. Determined Risk Reward profile. We can even calculate what your current plan’s chances are for being successful.

Tax Efficient Strategies

Tax Free Retirement Planning. 1035 Exchange and 1031 Exchange. Written Roth Conversion Plan. RMD Structuring. We can even help you calculate tax transitions before you make them. Tax Efficiency is paramount to a proper plan, make sure your plan is always tax efficient. We can help with that too!

Are you ready to take control of your financial picture?