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DETAILS

Creating sustainable family wealth!

General Info
Endowment Wealth Management is a Registered Investment Adviser (RIA) and has a professional team of independent fee-based fiduciary advisors providing integrated retirement, estate, tax, and investment advice. We utilize the Endowment Investment Philosophy (EIP), which is the same investment philosophy utilized by most University Endowments and Institutional Investors, to guide our clients portfolio allocations and achieve their goals based needs. The EIP is different then the classical two dimensional stock and bond portfolio because it reduces volatility by using a three dimensional investment portfolio comprised of Global Equities, Global Income and Risk Managed asset allocations. Our EIP also incorporates the benefits of low cost passive, liquid, transparent and tax efficient ETF allocations as the core holdings and supplements these with the benefits of specialized SMA active manager allocations. Our clients include Doctors, Nurses, Business Executives, married couples, retirees, widows, retirement plans, and other investors like you! If you truly don't know what you don't know about managing wealth, are looking for someone to trust and want to protect your family's wealth please call EWM for a FREE consultation. Visit www.EndowmentWM.com to learn more. Call today 920-785-6010 to arrange for your FREE wealth consultation and retirement plan review!!
Business History
Established in 1996
Extra Phones

Milwaukee Office: 414-716-6343

Hours
Regular Hours
Mon - Fri:
Categories
Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments, Retirement Planning Services, Trust Companies
Services/Products
Fee-based fiduciary adviser providing comprehensive wealth planning. This includes Financial Planning, Trust Planning, Estate Planning, Investment Planning, Tax Planning, Retirement Planning, Charitable Planning, and more. Visit www.EndowmentWM.com to learn more.
Payment Options
Location
Headquartered in the American National Bank building located at 2200 North Richmond Street Suite 200 Appleton, WI 54911. We also have an office in Milwaukee located at 11414 W Park Place Suite 202 Milw., WI 53224
Amenities
Our team of professionals provide integrated fee-based fiduciary advice using the Endowment Investment Philosophy. Visit www.EndowmentWM.com to learn more.
Associations
Endowment Wealth Management's professional team has earned the following professional designations, CFA, CAIA, MBA, CPA, CFO, and AWMA.
AKA

Endowment Wealth Management, Inc.

Data provided by one or more of the following: DexYP, Data Axle, Yext.