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

E3 Wealth Advisory Group - Stifel

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United States
Westport, CT
E3 Wealth Advisory Group - Stifel

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

10/16/2026

🎃 How early is too early to start shopping for Halloween?

According to NRF's latest survey, nearly half of consumers planned to begin shopping in September or earlier, contributing to an expected $13.5 billion in Halloween spending this year. Do you start shopping early?

09/30/2026

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn steady contributions into substantial savings. Don't wait – start today.

Click here to learn more:
https://livesocial.seismic.com/aTa7ol

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

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

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

07/03/2026

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

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.

06/21/2026

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

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

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

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

https://www.e3wealthadvisory.com/index.htm

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