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.

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

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/27/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

Before scammers hack your accounts, they hack your emotions.This webinar teaches you how to recognize emotional manipula...
05/26/2026

Before scammers hack your accounts, they hack your emotions.
This webinar teaches you how to recognize emotional manipulation
before you react.
In this webinar, you will learn:
• How scammers trigger emotional reactions
• Real-life client stories and warning signs
• How to recognize urgency, fear and manipulation
• A simple framework to pause and respond differently
Reserve your spot now
https://www.e3wealthadvisory.com/Our-Events.htm
Upcoming Sessions
Wednesday, May 27 – 12:00 p.m. Eastern
Wednesday, May 27 – 2:00 p.m. Eastern

Before scammers hack your accounts, they hack your emotions.This webinar teaches you how to recognize emotional manipula...
05/20/2026

Before scammers hack your accounts, they hack your emotions.
This webinar teaches you how to recognize emotional manipulation
before you react.
In this webinar, you will learn:
• How scammers trigger emotional reactions
• Real-life client stories and warning signs
• How to recognize urgency, fear and manipulation
• A simple framework to pause and respond differently
Reserve your spot now
https://www.e3wealthadvisory.com/Our-Events.htm
Upcoming Sessions
Wednesday, May 20 – 12:00 p.m. Eastern
Wednesday, May 20 – 2:00 p.m. Eastern
Wednesday, May 27 – 12:00 p.m. Eastern
Wednesday, May 27 – 2:00 p.m. Eastern

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/13/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

Before scammers hack your accounts, they hack your emotions.This webinar teaches you how to recognize emotional manipula...
05/11/2026

Before scammers hack your accounts, they hack your emotions.
This webinar teaches you how to recognize emotional manipulation
before you react.

In this webinar, you will learn:
• How scammers trigger emotional reactions
• Real-life client stories and warning signs
• How to recognize urgency, fear and manipulation
• A simple framework to pause and respond differently

Reserve your spot now
https://www.e3wealthadvisory.com/Our-Events.htm

Upcoming Sessions

Wednesday, May 20 – 12:00 p.m. Eastern
Wednesday, May 20 – 2:00 p.m. Eastern
Wednesday, May 27 – 12:00 p.m. Eastern
Wednesday, May 27 – 2:00 p.m. Eastern

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!
05/10/2026

Here's to the moms who do it all! Let's make managing your money one less thing on the list. Happy Mother's Day!

Stifel's Chairman and CEO, Ron Kruszewski, joined CNBC to discuss geopolitics, the financial markets, and private credit...
05/07/2026

Stifel's Chairman and CEO, Ron Kruszewski, joined CNBC to discuss geopolitics, the financial markets, and private credit.

View the full report here: https://livesocial.seismic.com/accaU7

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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