My personal objective is to generate the most optimal risk-adjusted return for our clients, using both traditional and alternative investments. Our sole mission is to provide sustainable multi-generational wealth , unity and legacy, for our firm’s individual, family, foundation, endowment and ...more

My personal objective is to generate the most optimal risk-adjusted return for our clients, using both traditional and alternative investments. Our sole mission is to provide sustainable multi-generational wealth , unity and legacy, for our firm’s individual, family, foundation, endowment and retirement plan clients ,using our firm’s three dimensional Endowment Investment Philosophy®. Our family wealth management firm is structured as a multi-family office and provides our high net worth clients with a wide range of personal and business related fee based professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Management, Business Succession Planning, 401(k) plan or retirement plan management, family office services and much more. Our clients understand and need the family wealth services we provide, but they tell me the reasons they hire Endowment Wealth Management are: ➟We are a Registered Investment Adviser and not commissioned stockbrokers selling products ➟We are a fee based independent fiduciary focused on creating sustainable family wealth ➟We utilize a team of professional CFA’s, MBA’s, CPA, CAIA, CFP, and AWMA to advise them ➟We implement our three dimensional Endowment Investment Philosophy which is similar to what is used by most major Universities, Foundations and Institutional Investors ➟We focus first on protecting the family’s Multi-Generational human capital, the family members ➟We provide a Personal on-line Wealth Portal & secured Vault to organize all their family wealth ➟We are a true Multi-Family Office owned by the employees and family clients ☎ CALL TODAY (920)-785-6010 or email Heidi@EndowmentWM.com for your FREE WHITE PAPER on the Endowment Investment Philosophy. NOTE: Posted content is for informational purposed only and should not be considered as personalized investment advice.less