---
title: "Michael Rottier | Financial Advisors"
description: "Michael Rottier at Endowment Wealth Management, Inc.. Michael is a Wealth Advisor within the Family Wealth Management area of the company. He is the…"
url: https://financialadvisors.com/advisors/michael-rottier/
---

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![Michael Rottier](https://financialadvisors.com/wp-content/uploads/2026/08/Rottier-Michael-2022_7344-retouch-4x5-1.jpg)

# Michael Rottier

Endowment Wealth Management, Inc.

investment

Certified Financial Planner

Email Advisor [Schedule Intro](https://calendly.com/michael-i516/30min)

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## 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

![Endowment Wealth Management, Inc. logo](https://financialadvisors.com/wp-content/uploads/2026/08/EWM-Fee-Only-White-Background.png)

Firm Endowment Wealth Management, Inc.

Position Wealth Advisor

Agency Type ria

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

Compensation Assets Under Management (AUM) • Fee-Only

Designations

Certified Financial Planner

## Investment Information

Assets Under Management $650M

SEC Form ADV [View Form ADV →](https://www.adviserinfo.sec.gov/firm/summary/108652)

## 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

Baseball Camping Fishing Football Golf Hunting Investing

### Contact Information

Email Advisor

Thanks! Your message has been sent.

[(920) 454-9313](tel:9204549313)

Address W6272 Communication Ct, Appleton, WI 54914, USA

### At a Glance

AUM $650M

Founded 2013

### Links

[Website](https://endowmentwm.com/) [SEC Form ADV](https://www.adviserinfo.sec.gov/firm/summary/108652) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/7684214)

### Connect

[LinkedIn](https://www.linkedin.com/in/michaelrottier/)

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