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Current company Endowment Wealth Management, Inc.- A Multi-Family Office
Financial Services · 18 employees · Founded 1996 · Appleton, Wisconsin, United States
Endowment Wealth Management\'s mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy. Our firm provides investment advisory services to individuals and families, foundations and endowments, and retirement plans. We offer a range of professional services including: Financial and Investment Planning, Retirement Planning, Estate & Tax Planning, and 401(k)/ retirement plans. We are a Registered Investment Adviser and not commissioned stockbrokers selling products We are a fee-only independent fiduciary focused on creating sustainable family wealth We implement our 3-D Endowment Investment Philosophy® similar to what is used by most major Universities, Foundations and Institutional Investors We focus on protecting multi-generational human capital- family members NOTE: Likes are not endorsements. DISCLOSURES: Content posted on this site is limited to informational and educational purposes only and is not intended and should not be construed as personalized investment, tax or legal advice. Accordingly, content herein should not be construed by any consumer and/or prospective client as Endowment Wealth Management, Inc.’s (“EWM”) solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. EWM is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. EWM and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. Likes, shares, and retweets do not constitute an endorsement of any individual, firm, or investment strategy. We do not verify or guarantee the accuracy of third-party content. Visit our website https://endowmentwm.com/disclosure-terms-conditions/ for disclosures with respect to content posted on this social media site.