Endowment Wealth Management, Inc.

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(414) 716-6343Visit WebsiteMap & Directions11414 W Park PlMilwaukee, WI 53224 Write a Review

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Mon - Fri:	8:00 am - 5:00 pm

Endowment Wealth Management, Inc.

Charitable Giving
Many of our clients have established low cost family foundations and annually have charitable bequests. If you are looking for a team of independent professional to provide you with fee-based fiduciary advice on how best to meet your family's current and future charitable wishes, using the most tax efficient and cost efficient methods, please call us today at 920-785-6010 to arrange your free consultation. Also visit www.Endowment WM.com to learn more about our professional team and fee-based fiduciary services.
Free Charitable Giving Plan Review & Consultation

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General Info: We are an independent private wealth management firm, whose sole mission is to provide wealth sustainability for individuals, families, retirement planning, endowments, foundations and other institutions through the utilization of the Endowment Investment Philosophy. Call a registered investment adviser today! Have a nice day!
Payment method: check
Neighborhood: Park Place
Other Link: http://www.endowmentwm.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers

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Phone: (414) 716-6343

Address: 11414 W Park Pl, Milwaukee, WI 53224

Website: http://www.endowmentwm.com

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Endowment Wealth Management, Inc.

Charitable Giving
Many of our clients have established low cost family foundations and annually have charitable bequests. If you are looking for a team of independent professional to provide you with fee-based fiduciary advice on how best to meet your family's current and future charitable wishes, using the most tax efficient and cost efficient methods, please call us today at 920-785-6010 to arrange your free consultation. Also visit www.Endowment WM.com to learn more about our professional team and fee-based fiduciary services.
Free Charitable Giving Plan Review & Consultation
Roth IRA
Do you have a Roth IRA, Traditional IRA, Non-Deductible IRA, Inherited IRA or 401-k plan rollover question? Call Endowment Wealth Management today and ask to talk to one of our professionals. We can assist you in consolidating your various retirement accounts and establishing a long-term retirement plan that meets your risk tolerance, asset allocation needs and is lower in cost. Please call 920-785-6010 and arrange for a FREE retirement plan consultation.
Free IRA & Retirment Plan Consultation

Bonds
Bonds are fixed income investments used to bring added diversification to your portfolio. In todays rising interest rate environment, the risks related to holding long-term bond allocations is greater then the investors understand. As interest rates rise, the principal value of the bonds will fall and the longer the duration period of the bonds the greater the decrease in your portfolio. As a result, all investors should be talking with a fee-based fiduciary adviser and create a more diversified global income allocation for their portfolio that isn't just bonds. Visit www.EndowmentWM.com to learn more about our professional team and our 3-D Endowment Investment Philosophy.
Free Bond Portfolio Review
Wealth Management
Endowment Wealth Management is a Mulit-Family Office that provides our clients with holistic wealth management advice. We utilize the three dimensional Endowment Investment Philosophy which is comprised of Global Equities, Global Income and Risk Managed asset allocations. This is the same investment philosophy that major university endowments and institutional investors follow to create sustainable long-term wealth. Visit www.EndowmentWM.com to learn more about our firm's Endowment Investment Philosophy and how it can create sustainable family wealth for you.
Free Family Wealth Review

Accounting Services
Endowment Wealth Management's secured wealth portal provides our clients with mobile access to all their wealth and secured personal documents at one time. Our clients know what they own, where it is, and fully understand what its worth. Thus, they are able to better manage all their wealth, understand their diversification strategies and make better strategic investment decisions. In the situation of n untimely death the spouse knows that all the important documents and personal assets are there. Visit www.EndowmentWM.com and go to the become a client tab, watch the two wealth portal videos to learn more about our Wealth Portal & Secured Vault.
Free Access to our Wealth Portal for all Clients

Financial Planning
Endowment Wealth Management's team of independent professional advisers provide fee-based fiduciary advice to all our clients. We are NOT stockbrokers or insurance agents selling commissioned financial products that do meet your needs. Rather, our team works together to provide your family with the current information and financial planning steps needed to achieve your personal needs and protect your family's legacy. If your most valued asset is your family, and you are looking for a firm to trust with your family's needs and family legacy, please don't hesitate to call Endowment Wealth Management at 920-785-6010. Call to arrange your free consultation.
Free Family Wealth Consultation
Retirement Planning
Concerned about your retirement? Everyday of the week 10,000 celebrate their 65th birthday and enter their retirement years. I am sorry to say, most of them do NOT have a retirement plan and don't know who to call. Please call Endowment Wealth Management today to arrange a free retirement plan consultation and start talking the right steps to developing the retirement plan which will meet your specific needs.
Free Retirement Plan Review & Consultation
Asset Management
If your greatest asset is your family and you are looking for someone to trust with their current needs and your family's long-term legacy, you should contact Endowment Wealth Management today! Our team of highly skilled independent professionals provided fee-based fiduciary asset management services, financial planning, retirement planning, multi-family office services and much more. Call 920-785-6010 to arrange your free family wealth consultation. Your time will be well spent and the information we provide will be beneficial to you, your spouse and your family, guaranteed!!
Free Family Wealth Consultation
401(k) Plans
Endowment Wealth Management team of professional advisers provide independent fiduciary advice to a wide range of retirement plans. We review and formulate new plan benefit options for the Plan Sponsors while assisting the plan participants in fully understanding the benefits of their retirement plan.
Free 401-k Plan Review and Consultation

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