About

Michael is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Michael assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs. Michael received his bachelor’s degree from University of Wisconsin – La Crosse in 2022. He majored in Finance with a minor in Accounting & graduated with Honors. He earned his Certified Financial Planner (CFP®) designation in 2024.
Investment Philosophy
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.

Firm Information

FirmEndowment Wealth Management, Inc.
PositionWealth Advisor
Agency Typeria
Firm CRD#108652
About Firm
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.
Firm Location

Professional Details

Advisor CRD#7684214
Fiduciary Yes — acts in your best interest
CompensationAssets Under Management (AUM) • Fee-Only
Designations
Certified Financial Planner

Investment Information

Assets Under Management$650M
SEC Form ADV View Form ADV →

Practice Focus

Specialties
  • Holistic Financial Planning 20%
  • Tax Planning 20%
  • Alternative Investing 15%
  • Wealth Management 15%
  • Asset Allocation 10%
  • Portfolio Management 10%
  • Retirement Planning 10%
Preferred Client Type
  • Individuals 34%
  • High Net-Worth Individuals 33%
  • Retirees 33%

Education

Education
University of Wisconsin-La Crosse

About Me

Hobbies & Interests
BaseballCampingFishingFootballGolfHuntingInvesting
Community Involvement

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