HNW & Estate Planning
E &E Financial has the ability to solve a wide range of client challenges. From simple cash flow planning and goal-based assessments, to detailed tax analysis and estate planning, we have the experience to address your goals and objectives. E&E Financial blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies. We empower clients by integrating their planning results in real time, directly into their Client Portal. From within the portal, you will be able to track performance, holdings, balances and cash flows for your held away, and managed accounts.