Financial Advisor in APPLETON, Wisconsin with 42 Year(s) of Experience
Endowment Wealth Management is an SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary Advice" wealth management services to clients throughout the United States. If you are looking for an independent professional team that works together to provide a comprehensive family wealth plan that incorporates retirement, investment, risk, estate, and wealth planning expertise please contact me and arrange a time for your "free wealth consultation".
To learn more about our firm, professional team and Endowment Investment Philosophy® please visit www.EndowmentWM.com
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Endowment Wealth Management, Inc. (A Multi-Family Office)
Our firm is an SEC Registered Investment Adviser (RIA) that is structured as a Multi-Family Office. Our professional team works together to provide 'Fee-Only Fiduciary' advice to clients throughout the United States. We currently have 5 offices located in WI (Milwaukee, Madison, Appleton, & Green Bay) and IL (Chicago).
We specialize in implementing the 3-D Endowment Investment Philosophy which is utilized by most major University Endowments to manage their portfolio.
Total Assets Under Management
BS is Accounting & Finance
Duration: 1976 - 1980
Advisor SEC/CRD #
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Are you a Fiduciary?
Do you receive any commissions or fees based upon financial products that you provide to your clients?No
Methods of Compensation
Preferred Client Type
Gardening, Golf, Investing, Travelling, Walking
Volunteer ExperienceI spent years being a coach for my three children's soccer teams and truly enjoy all their extra curricular school activities. I was also the Chairman and multi-year member of our church's Finance Committee.
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All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the "Memorandum"), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. For additional information on this risks of alternative investments, please visit our website. EWM and its affiliates do not accept investment instructions by e-mail or via telephone voice mail. Clients wishing to effect transactions, or requesting more information, should contact their EWM advisor. Any tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.
Our firm name is Endowment Wealth Management because we believe that all investors should invest just like a University Endowment and utilize our proprietary 3-D Endowment Investment Philosophy®.
What is the Endowment Investment Philosophy®?