About
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.
Learn more about our firm and team at www.EndowmentWM.com.
Our firm utilizes the 3-D Endowment Investment Philosophy, an approach inspired by investment strategies commonly used by university endowments. This philosophy focuses on diversification, long-term growth, and risk management.
To learn more about our approach and how it may apply to your financial goals, visit www.EndowmentWM.com and explore the “Our Solutions” tab.
Firm Information
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.
Professional Details
Investment Information
Company Profile
Practice Focus
- Alternative Investing 25%
- Wealth Management 25%
- Investment Counseling 15%
- Retirement Planning 15%
- Trust Services 10%
- Charitable Planning 5%
- Holistic Financial Planning 5%
- Colleges/Universities 20%
- Medical Doctors 20%
- Baby Boomers 15%
- Business Owners 10%
- Engineers 10%
- Self-Employed Individuals 10%
- High Net-Worth Individuals 5%
- Other 10%