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 * What We Do
 * Our Team
 * Our Solutions
   * – Endowment Investment Philosophy®
   * – Our Endowment Index®
   * – Benefits of Alternative Investments
   * – 1031 Exchange Funds
   * – Qualified Opportunity Zone Funds
   * – Trust Investment Management
   * – Charitable Giving Options
   * – Fidelity HSA Option
 * Resources
   * – Become an EWM Client
   * – Contact Us
   * – Learning Center
   * – Blog
   * – Portfolio Construction
   * – Dave Ramsey SmartVestor
   * – Form CRS
 * Request A Meeting
 * Client Center




YOUR LIFE

is full of endless possibilities...

Every day, the sun rises in the east and sets in the west. Time continues to
pass.

Are you making financial decisions that are aligned with your goals and within
the context of your life?

Are you living and enjoying the life of purpose that you were intended to lead?
If not, why not?

Take the right steps today and turn your personal success and dreams into a life
aligned with your goals, filled with direction, purpose, happiness and
confidence!

Schedule Your Free Wealth Consultation
 


...TOGETHER LET'S TURN POSSIBILITIES INTO REALITIES!




Fiduciary:
An individual in whom another has placed the utmost trust and confidence to
manage and protect property or money.

The relationship wherein one person has an obligation to act for another’s
benefit. The duties of a fiduciary include loyalty and reasonable care of the
assets within custody.

Schedule Your Free Wealth Consultation Today

Our Mission

To empower clients, like you, to become the stewards of your family wealth and
to turn your personal success and dreams into a life filled with direction,
purpose, happiness and confidence, while always sustaining your
multi-generational family wealth, unity and legacy.

 

We know: Your most valued asset...
is your family!



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Who We Are

Endowment Wealth Management, Inc. is a SEC Registered Investment Adviser (RIA)
using a Multi-Family Office (MFO) structure who’s sole goal is to protect our
clients like you and your most valued asset: Your Family.

We professionally provide our clients with holistic, fee-only, fiduciary wealth
management services utilizing the 3-D Endowment Investment Philosophy®.

Ultimately, we encapsulate our clients personal risk tolerance and goals with
our disciplined vision and deep-rooted professional expertise to give our
clients direction, confidence and peace of mind so they can fully enjoy each day
and plan for their family’s tomorrows to be the fullest!


CLIENTS IN...

15

States


OFFICES IN...

6

Midwest locations


THE DIFFERENCE


ENJOY OUR TRUE FIDUCIARY EXPERIENCE

Learn More


ENDOWMENT WEALTH MANAGEMENT CEO ROB RIEDL NAMED INVESTOPEDIA TOP 100 ADVISOR
2019


ENDOWMENT WEALTH MANAGEMENT CIO PRATEEK MEHROTRA NAMED INVESTOPEDIA TOP 100
ADVISOR 2018

TURN YOUR PERSONAL SUCCESS AND DREAMS INTO A LIFE ALIGNED WITH YOUR GOALS,
FILLED WITH DIRECTION, PURPOSE, HAPPINESS AND CONFIDENCE!


Schedule Your Free Wealth Consultation Today

Careers

ADV Part 2 Brochure

Form CRS

Privacy Policy

Disclosure

Contact Us

Endowment Wealth Management® Inc. (“EWM”) is an SEC registered investment
adviser (RIA) serving clients throughout the United States. EWM and its
representatives are in compliance with the current registration filing
requirements imposed upon state registered investment advisers by those states
in which EWM maintains clients. EWM may only transact business in those states
in which it is registered, or qualifies for an exemption or exclusion from
registration requirements.

EWM is a Proud Supporter!



RECENT POSTS

 * Endowment Index Gains 1.97% for Holiday-Shortened Week
 * Endowment Index Declines 1.61% for Week Ended 12/17/2021
 * Social Security Announces Biggest COLA in Decades
 * Endowment Index Declines for Week Ended 11/26/2021




APPLETON (WI) HEADQUARTERS:



W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521




GREEN BAY (WI) OFFICE:



111 N. Broadway,
Ste. 100, Green Bay, WI 54303 Map
Ph. (920) 785-6010
Fax (920) 227-0521




MADISON (WI) OFFICE:



Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899




MILWAUKEE (WI) OFFICE:



Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827




CHICAGO (IL) OFFICE:



360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850




HILTON HEAD ISLAND (SC) OFFICE:



5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000



Copyright 2019. All rights reserved.


 * What We Do
 * Our Team
 * Our Solutions
   * – Endowment Investment Philosophy®
   * – Our Endowment Index®
   * – Benefits of Alternative Investments
   * – 1031 Exchange Funds
   * – Qualified Opportunity Zone Funds
   * – Trust Investment Management
   * – Charitable Giving Options
   * – Fidelity HSA Option
 * Resources
   * – Become an EWM Client
   * – Contact Us
   * – Learning Center
   * – Blog
   * – Portfolio Construction
   * – Dave Ramsey SmartVestor
   * – Form CRS
 * Request A Meeting
 * Client Center



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