E3 Wealth Advisory Group - Stifel

E3 Wealth Advisory Group - Stifel We believe planning is the most critical element to pursuing financial success.

We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve. Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a com

prehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Big news! We've recently added a new advisory program that allows our team to manage your 401(k) and other retirement ac...
08/26/2026

Big news! We've recently added a new advisory program that allows our team to manage your 401(k) and other retirement accounts. These accounts can FINALLY get the attention they deserve. Contact E3 Wealth Advisory Group for a complimentary consultation of your financial picture.
https://www.e3wealthadvisory.com/Our-Events.htm

Stifel ranked No. 1 in employee advisor satisfaction among wealth management firms in the JD Power 2026 U.S. Financial A...
08/11/2026

Stifel ranked No. 1 in employee advisor satisfaction among wealth management firms in the JD Power 2026 U.S. Financial Advisor Satisfaction Study℠ for the fourth consecutive year! The firm also ranked first in leadership and culture, operational support, and products and marketing, reinforcing our advisor-first approach.

Here's a quick rundown of what we've been up to: https://livesocial.seismic.com/amQo2G

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity...
07/21/2026

Retirement goals can look different for everyone. Taking time to identify your priorities may help bring greater clarity to the conversation.

Access the link to put your goals into focus:
https://livesocial.seismic.com/aATcbp

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.
07/03/2026

Happy 4th of July! Our offices are closed on Friday, July 3rd in observation.

Big news! We've recently added a new advisory program that allows my team to manage your 401(k) and other retirement acc...
06/24/2026

Big news! We've recently added a new advisory program that allows my team to manage your 401(k) and other retirement accounts. These accounts can FINALLY get the attention they deserve. Reach out today to learn more.

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Financial scams can affect everyone, but they disproportionally affect the older populations.This , we encourage you to...
06/15/2026

Financial scams can affect everyone, but they disproportionally affect the older populations.

This , we encourage you to educate yourself and loved ones on common scams and how you can be prepared. For more information and resources visit: https://livesocial.seismic.com/aiXYZE

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel...
06/04/2026

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel Donor-Advised Funds, charitable giving could be amplified for the causes that matter most to you.

These Great Grant Stories highlight the generosity and impact of just a few grant stories: https://livesocial.seismic.com/a59Buh

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/04/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/aNUlUG

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, publ...
05/28/2026

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

Learn more: https://livesocial.seismic.com/aIXGYO

Address

8 Wright Street Suite 204
Westport, CT
06880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12034293244

Website

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