Endowment Wealth Management, Inc.- a Multi-Family Office

Company Description

Endowment Wealth Management's mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy.Our firm provides investment advisory services to individuals and families, foundations and endowments, and retirement plans. We offer a range of professional services including: Financial and Investment Planning, Retirement Planning, Estate & Tax Planning, and 401(k)/ retirement plans.➟We are a Registered Investment Adviser and not commissioned stockbrokers selling products➟We are a fee-only independent fiduciary focused on creating sustainable family wealth➟We implement our 3-D Endowment Investment Philosophy® similar to what is used by most major Universities, Foundations and Institutional Investors➟We focus on protecting multi-generational human capital- family membersNOTE: Likes are not endorsements. DISCLOSURES: Content posted on this site is limited to informational and educational purposes only and should not be construed as advice. Accordingly, content herein should not be construed by any consumer and/or prospective client as Endowment Wealth Management, Inc.'s ("EWM") solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. EWM is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. EWM and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. Third party posts found in this profile do not reflect the views of EWM and have not been reviewed for completeness or accuracy. Visit our website https://endowmentwm.com/disclosure-terms-conditions/ for more detailed disclosure statement with respect to content posted on this social media site.

Specialities

Financial

Miscellaneous

Employees

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