e3 Wealth

e3 Wealth 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.

05/29/2026

Today, we’re talking about what sophisticated families do in the first 90 days after receiving an inheritance. 
 
The biggest mistakes we see early on are selling everything too quickly or reinvesting without a solid financial planning strategy. 
 
Understanding your options for investments and money management is crucial for long-term wealth management.
 

05/28/2026

Small caps are having a moment 👀
 
But why now, especially with rate expectations still uncertain?
 
In this clip from Bull, Bear & Brief, and .i.t break down what may be driving the rally, from cheaper valuations to expectations that longer-term rates could eventually normalize.
 
Catch the full episode now on YouTube, Spotify, and Apple Podcasts 🎧
 

05/28/2026

If you’re a tech executive with incentive stock options (ISOs), there’s a tax trap that can create a massive surprise bill, even if you never sell a single share.

In this video, we break down how the Alternative Minimum Tax (AMT) works, why exercising
ISOs can trigger unexpected taxes, and the planning strategies high-income tech professionals should understand before retirement, job transitions, or liquidity events.

We cover:

• What ISOs actually are
• How the AMT calculation works
• Why exercising and holding shares can create “phantom income”
• Common mistakes tech employees make with stock compensation
• The difference between regular tax vs AMT treatment
• Why timing matters when approaching retirement or changing jobs
• Strategies to potentially reduce unnecessary tax exposure

If you’ve accumulated equity compensation through a tech company, understanding these rules could help you avoid one of the most expensive planning mistakes we see.

05/27/2026

Retiring with $3 million sounds simple. 

But the withdrawal strategy matters more than most people realize. 

If your portfolio includes traditional IRAs, taxable brokerage accounts, and Roth accounts, the question is not just how much income you need. 

It is where that income should come from. 

Pulling too much from a traditional IRA can create ordinary taxable income and potentially push you into higher tax brackets. 

The order of withdrawals can shape your long-term retirement tax outcome. 

Watch the full breakdown on our channel. 

05/26/2026

How much do you REALLY need to retire comfortably today? 👀

In this interview with , breaks down:

✔️ Why retirement may cost more than people expect
✔️ Retirement savings goals by age
✔️ How inflation impacts long-term planning
✔️ What to do if you feel behind on saving

One of the biggest takeaways? The best time to start planning was yesterday. The next best time is today.

05/22/2026

Markets go up. Markets go down. Panic usually makes it worse 📉

In this clip from Bull, Bear, & Brief, talks about:

✔️ Building a financial safety bucket
✔️ Preparing for economic uncertainty
✔️ Why emotional investing can hurt long-term goals
✔️ Lessons investors should remember from 2008 & 2009

“Be ready to weather the storm.”

A great reminder heading into the weekend 👏

Catch the full episode now on YouTube, Spotify, and Apple Podcasts.

05/21/2026

Opportunity Zones can be a powerful planning tool after a major capital gain. 

But they are not automatic tax elimination. 

At a high level, reinvesting a capital gain into a Qualified Opportunity Zone fund may allow you to defer tax on the original gain and potentially receive tax benefits on future appreciation. 

But the details matter. 

The key distinction: this is usually tax deferral first. 

That means the gain may still become taxable later, depending on the timing and structure. 

Before using an Opportunity Zone strategy, business owners need to understand both the tax benefits and the investment risks. 

Watch the full breakdown on our channel. 

05/19/2026

Selling your business and real estate together can feel like the cleanest option.

One deal.

One closing.

One lump sum.

But simplicity can come with trade-offs.

If you sell both the operating business and the building at the same time, you may trigger a large taxable event all at once.

You may also give up an income-producing asset that could have created rental income for years.

That does not mean selling everything together is always wrong.

It means the structure deserves careful planning before the deal is made.

Watch the full breakdown on our channel.

05/18/2026

As you head into the weekend, here are 2 things Joe & Arpit are watching closely 👀

📈 NVIDIA earnings
📉 The 10-year Treasury yield

In the latest episode of Bull, Bear, & Brief, the conversation dives into why bond markets, oil prices, and AI stocks could shape what happens next for investors.

“Markets have rallied on the idea that this eventually resolves…”
Catch the full episode now on YouTube, Spotify, and Apple Podcasts.

05/15/2026

As you head into the weekend, here’s a surprising market insight 👀

Why do markets actually like political gridlock?

In this clip from this week’s episode of Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma break down why investors and businesses often prefer stability over sweeping legislative change.

If you need something to listen to this weekend, the full episode is live now on YouTube, Spotify, and Apple Podcasts 🎧

Big shoutout to our Co-Founder & Managing Partner for being featured in a recent article in Crane Currency on the evolv...
05/15/2026

Big shoutout to our Co-Founder & Managing Partner for being featured in a recent article in Crane Currency on the evolving real estate investment landscape 👏

As traditional multifamily investments become more crowded, more investors are exploring alternative opportunities and thinking differently about diversification, risk, and long-term strategy. 📊

We’re proud to see Joe sharing insight on where the market may be heading and how investors can adapt in changing environments.

📖 Check out the full article at the link in our story!

Address

Orlando, FL
32819

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when e3 Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category