Evan Kubiak

About Evan Kubiak

Our clients’ most valued asset is their family! They are concerned about whom to trust with their financial future and family legacy. Call Endowment Wealth Management® to learn about our professional team, our FIDUCIARY FEE-ONLY holistic advice, our 3-D Endowment Investment Philosophy® & our Endowment Index® calculated by NASDAQ OMX®. Offices in Chicago, Milwaukee, Madison, Green Bay, Hilton Head & Appleton. We specialize in working with physicians, professionals, business owners, HNW families, widows, CPAs, lawyers and more. Our clients are located throughout the USA and we serve their personal needs with fiduciary advice & family wealth services that will sustain their Multi-Generational Family Wealth, Unity & Legacy. As a national Multi-Family Office, we provide our HNW clients with a wide range of personal and business related FEE-BASED professional wealth management planning services including; Financial, Retirement, Estate & Tax, Philanthropy, Gifting, Investment, 401(k) plan or retirement plan, and family office services. Our clients hire our firm; We are a Registered Investment Adviser (RIA) and NOT commissioned stockbrokers selling products We are a FEE-BASED independent FIDUCIARY focused on creating sustainable family wealth We utilize a team of professional CFA®, MBA’s, CPA, CAIA®, CFP®, and AWMA® to advise them We implement our 3-D Endowment Investment Philosophy® which is similar to what is used by most major Universities, Foundations and Institutional Investors We focus first on protecting the family’s Multi-Generational human capital, the family members! We provide a digital on-line Wealth Portal & secured Vault technologies to organize their family wealth Co-Creators of the 3-D Endowment Index® calculated by NASDAQ OMX®. CALL TODAY (92••••••10 for a FREE FAMILY WEALTH CONSULTATION Posts found in this profile do not reflect our views & should not be considered as investment advice. Registration does not imply any particular training or skill. Social Media Disclosure: Posted content is for informational or educational purposes only and should not be considered as personalized investment advice. Third party posts found in this profile do not reflect the views of ETFMS or Endowment Wealth Management®, should not be considered as investment advice, and have not been reviewed for completeness or accuracy. Likes are not endorsements.

Experience

1. Associate Wealth Advisor

   Endowment Wealth Management, Inc.- A Multi-Family Office

   Nov 2023 — Present · Appleton, WI, US

   I am the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. I assume the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

Education

• Butler University

  Bachelor's degree, Finance, Minor in Economics

  2018 — 2022