E-Wealth Partners

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Minnetonka, MN
E-Wealth Partners

Wealth management, done masterfully. Serving entrepreneurs and executives of privately held businesses. At E-Wealth Partners, we’re more than wealth advisors.

We serve as a trusted partner in helping you navigate the unique challenges you face. Managing both a business and a family is complex. We understand that and are here to help you optimize your personal and business finances by providing a roadmap giving you clarity today to conquer tomorrow. How we help:

Maximize your journey through intentional alignment. We take a unique approach that we refer

to as “intentional alignment.” Intentional alignment allows you to live life deliberately and with purpose. We listen to understand your core values, define what activities/experiences energize you, and guide you towards financial security and financial independence. When these are aligned, you are maximizing your journey through the E-Wealth Intentional Alignment process. A holistic approach. Where the traditional Financial Advisor spends the majority of their time on just your investment assets, we take an entirely holistic approach to your whole financial picture: lifestyle, family needs, business goals, real estate, as well as your traditional investment assets. As your consultant, we help you with complex issues such as aligning goals to family values, tax minimization, cash flow, debt financing, business ownership transition, investments, and asset protection. We look at all things that affect the goal of growing your total net worth. Specialties:
• Family financial planning
• Investment Management
• Business Financial Planning
• Tax Planning
• Insurance Analysis
• Trust & Estate Planning

Visit www.e-wealthpartners.com today to schedule a complimentary, no-obligation consultation to learn more. Or call us directly at 952-800-2121. E‑Wealth Partners is an Investment Advisor registered with the SEC.

06/25/2026

Do You Know Your MN Estate Tax Exposure? Most Owners Don't

Minnesota's estate tax exemption is $3 million.
For many business owners, that number is closer than they think.
Add up your business value, real estate, retirement accounts, and personal assets — and you may already be above the threshold. Without planning, that means your heirs face a tax bill on assets that aren't easy to sell.

The owners who avoid this problem aren't doing anything exotic. They're just planning:
→ Annual gifting strategies to reduce the taxable estate over time
→ Trust structures that protect the business across generations
→ Life insurance positioned to cover potential estate tax liability
→ Coordination between their financial plan and estate documents

Most owners don't know their exposure because no one has shown them the full picture. Do you know where you stand?

06/24/2026

401(k) Tip: 3 Mistakes Business Owners Make with Retirement Plans

Your 401(k) should be one of the most powerful tools in your financial plan. For most business owners, it's not — because of a few common mistakes.
Mistake #1: Using whatever plan your payroll provider set up Payroll providers offer 401(k)s for convenience, not optimization. The default plan is rarely the best one for a business owner.
Mistake #2: Not maximizing owner contributions Between employee deferrals, profit sharing, and safe harbor provisions, many owners can contribute significantly more than they realize — and write it off.
Mistake #3: Never review the plan structure Your business changes. Your plan should too. A plan that made sense at 10 employees may cost you 40. The good news? All three are fixable — and the tax savings can be substantial. When did you last review your retirement plan?

Schedule a review

06/22/2026

What Makes a Great Financial Advisor? (Hint: It's Not Stock Picks)

A lot of people evaluate financial advisors by their investment performance.
That's the wrong metric — especially for business owners.
The advisors who make the biggest difference aren't the ones chasing returns. They're the ones who:
→ Understand how your business and personal finances are connected
→ Coordinate across your CPA, attorney, and other advisors
→ Proactively bring you planning ideas instead of waiting to be asked
→ Help you make better decisions at every major inflection point
→ Keep the long-term picture in view when short-term noise is loud
Anyone can show you a portfolio. The right advisor helps you build a financial life that works — in the business, around the business, and eventually beyond it.
What do you look for in a financial advisor?

See our approach: https://www.e-wealthpartners.com/how-we-help

06/18/2026

Start Succession Planning 3–5 Years Before You Want to Exit

Most business owners start thinking about succession 6 months before they want out.
That's not a plan. That's a scramble.
The owners who get the best outcomes — on price, on terms, on who takes over — start 3 to 5 years early.

Here's why that timeline matters:
→ It takes time to identify and develop the right successor
→ Buyers pay more for businesses that don't depend entirely on the owner
→ Tax and estate strategies take years to implement properly
→ You need time to mentally and financially prepare for what comes next
Whether you want to sell, hand off to family, or transition to a key employee — the planning starts now, not when you're ready to leave.
Where are you in your succession timeline?

06/17/2026

Trades Industry Feature: Why Manufacturing Owners Need Specialized Planning

Running a manufacturing or trades business comes with a financial picture that most advisors don't fully understand.
Equipment depreciation. Inventory valuations. Workforce succession. Cyclical cash flow. Key-man risk.
These aren't just operational challenges — they're financial planning challenges. And they require an advisor who knows your industry.
Here's what specialized planning looks like for trades and manufacturing owners:
→ Depreciation and Section 179 strategies that reduce your tax burden
→ Business valuations that account for equipment, contracts, and workforce
→ Succession plans built around the realities of transferring a trade business
→ Retirement structures designed for owners with irregular income
Your business is specialized. Your financial plan should be too. We work with manufacturing and trades owners across Minnesota — and we know the difference.

06/16/2026

Summer Planning Checklist for Business Owners

Summer tends to feel quieter — but for business owners, it's one of the best windows to get ahead of the second half of the year. Before Q3 picks up, here are a few things worth checking off:
✅ Mid-year tax estimate — are you on track, or will you owe?
✅ Retirement plan contributions — are you maxing what's available to you?
✅ Business valuation — do you know what your company is worth today?
✅ Estate and succession plan — has anything changed that needs to be updated?
✅ H2 cash flow — are your projections realistic given what's happened so far? Small actions now prevent big scrambles in November. We put together a full checklist to help you make the most of this planning window.

05/27/2026

Recap: Two great nights at Bear Cave. The question we got most: "Which killer is hitting me hardest right now?" If you want that answer privately, we'll build you a diagnostic.

Book your review!

05/25/2026

Today we pause to reflect and remember. With gratitude for those who came before us, we honor the sacrifices that made today possible. We carry that remembrance forward, knowing some things should never be forgotten.

05/21/2026

TONIGHT 4 PM — Bear Cave Brewing. The 7 Silent Wealth Killers for Business Owners. Can't make tonight? Same seminar tomorrow, May 22, 12 PM.

Register for May 22

05/19/2026

Quick stat: a typical profitable owner with no proactive tax plan can leak 6-7 figures over a lifetime. Killer #2 at Bear Cave, May 21 & 22 — we'll show you how to plug it.

Register now!

Address

12301 Whitewater Drive, Suite 40
Minnetonka, MN
55343

Telephone

+19528815755

Website

http://www.e-wealthpartners.com/

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