John Weninger
Senior Wealth Advisor @Endowment Wealth Management, Inc.- A Multi-Family Office
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WORK HISTORY
Senior Wealth Advisor @Endowment Wealth Management, Inc.- A Multi-Family Office
Our mission is to provide professional wealth services that will sustain Multi-Generational Family Wealth, Unity and Legacy\\\\n\\\\nOur employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations.\\\\n\\\\nThrough the utilization of the Endowment Investment Philosophy® (EIP), which maintains a three dimensional portfolio comprised of Global Equities, Global Income and Risk Managed asset allocations, we strive to achieve a higher risk adjusted return, lower holding costs and beneficial after tax returns for our HNW clients\' portfolio. We accomplish this with lower correlated asset allocations and a diversified portfolio of low cost ETF model solutions as a passive core asset allocation. We compliment these ETF model holdings with active satellite alpha specialized separately managed independent money mangers (SMA). In addition, we can utilize investments that include Hedge Fund of Funds, Private Equity, Real Assets, Alternative Assets and more, when building a diversified global portfolio for our HNW clients.\\\\n\\\\nOur team of skilled professionals (CPA, CFA, MBA, CFP, CAIA, AWMA and more) work together as a team to provide a wide range of personal and business related fee based independent professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Gifting Planning, Investment Planning, Business Succession Planning, 401(k) plan or retirement plan management, family office services and much more.\\\\n\\\\n CALL 92••••••10 to arrange your FREE WEALTH CONSULTATION & request FAMILY OFFICE WHITE PAPER\\\\n\\\\nVisit WM.com for a complete firm overview of our fee based financial planning services and 3 offices located in Chicago, Appleton and Milwaukee WI\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
EDUCATION
St. Norbert College
Business Administration, Finance, Economics, Computer Science
ABOUT JOHN WENINGER
Our client\'s most valued asset is their family! They are concerned about whom to trust…
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