Endowment Wealth Management is an SEC-Registered Investment Adviser (RIA) providing fee-only fiduciary advice to clients nationwide. Our independent team collaborates to create comprehensive family wealth plans, integrating retirement, investment, risk management, estate, and wealth planning expertise to help you achieve financial confidence.
Schedule your free wealth consultation today and discover how our Endowment Investment Philosophy® can support your long-term financial goals.
Our firm is an SEC-Registered Investment Adviser (RIA) structured as a Multi-Family Office. We provide fee-only fiduciary advice to clients across the United States, ensuring objective and client-focused financial guidance.
With offices in Wisconsin (Milwaukee, Madison, Appleton, Green Bay), Illinois (Chicago), and South Carolina (Hilton Head), our professional team collaborates to deliver comprehensive wealth management solutions tailored to each client’s needs.
We specialize in implementing the 3-D Endowment Investment Philosophy, an approach inspired by investment strategies commonly used by major university endowments to manage their portfolios. This philosophy emphasizes diversification, long-term growth, and risk management to help clients pursue their financial goals.
This brochure provides information about the qualifications and business practices of Endowment Wealth Management, Inc. If you have any questions about the contents of this brochure, please
contact us at 920-785-6010. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Additional information about Endowment Wealth Management, Inc. is also available on the SEC’s website at http://www.adviserinfo.sec.gov. The searchable IARD/CRD number for Endowment Wealth
Management, Inc. is 108652.
Endowment Wealth Management, Inc. is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply
a certain level of skill or training.
Fee-Only
Certified Public Accountant (CPA)
Certified Financial Planner (CFP) – 6067
Marquette University
BS is Accounting & Finance
Duration: 1976 – 1980
108652
