e3 Wealth

e3 Wealth

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e3 Wealth/Transcend RIA has $1.1 billion in AUC and provides a family office model to all clients regardless of their level of net worth.

We provide clients an Integrated Resource Network where they have access to almost any service that deals with money.

07/24/2026

The fastest way to reduce your business’s value? Make yourself indispensable.

Sophisticated buyers aren’t just evaluating profitability.

They’re looking for a business that can operate independently, with strong systems, documented processes, and a management team that doesn’t rely on one person.

Watch full breakdown on our channel!

07/21/2026

As we move through the second half of the year, many people are taking a closer look at their financial picture.

Connor Capps recently joined FOX 2 St. Louis to discuss today’s economic environment, from persistent inflation and interest rates to the importance of understanding cash flow, retirement savings, and investment strategy in a changing market.

Thank you to FOX 2 St. Louis for the opportunity to join the conversation.

07/16/2026

Don’t wait until the Letter of Intent is signed to think about tax strategy.

By then, many of your best planning options are already off the table.

Preparing early is the key to maximizing your wealth.

07/15/2026

Selling a business with an SBA loan isn’t as simple as “pay off the loan and keep the rest.”

You have lenders, the SBA, and potential personal guarantees to navigate.

Start planning early to avoid transaction delays.

07/14/2026

Most business owners don’t intentionally create estate planning challenges.

They build successful businesses.

Over time, growth can change the value and complexity of a business while the planning surrounding it remains the same.

The business did exactly what it was supposed to do.

The planning simply never caught up.

Watch the full breakdown on our channel. Link in our bio.

07/13/2026

🎙️ New episode of Bull, Bear, & Brief is out this week!

Housing affordability continues to be one of today’s biggest economic challenges.

In this clip, and .i.t discuss why the cost of building housing can vary so dramatically and what that could mean for affordability.

🏡 Catch the full conversation in this week’s episode.

🎧 Subscribe for new episodes every week.

FinancialEducation Economy Podcast

07/10/2026

The sale price is not always the number that matters most.

Deal structure can have a meaningful impact on taxes, proceeds, and the overall outcome of a transaction.

That’s why two deals with the same purchase price can lead to very different results.

Looking beyond the headline number can provide a clearer picture of what a transaction is actually worth.

Watch the full breakdown on our channel.

Photos from e3 Wealth's post 07/09/2026

Retirement prep, but make it approachable. 📚

Our advisors are proud to teach alongside The Prepare Institute, bringing retirement education to communities across Texas. Last night, they were at , helping attendees build confidence for the next chapter of life.

07/08/2026

Clean financials build confidence.

When buyers evaluate a business, they’re not just looking at revenue.

They’re looking for financial information that is accurate, organized, and easy to understand.

Uncertainty can affect value.

Confidence can help support it.

Watch the full breakdown on our channel. Link jn bio!

07/07/2026

🎙️ New episode of Bull, Bear, & Brief is out now.

As AI continues to evolve, so does the conversation around who should help shape its future.

This week, and .i.t explore the growing role of government investment in private companies, what history can teach us, and why the relationship between markets and public policy matters for investors.

It’s a thoughtful discussion on one of today’s biggest economic topics.

🎧 Subscribe to Bull, Bear, & Brief for weekly conversations on markets, investing, economics, and the headlines shaping your financial future.

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Orlando, FL
32819

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm