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!
Fee-Only 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.
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.
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!
The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz .
The Best Financial Advisors in Appleton for 2022 was awarded 4/8/2022 by Expertise.com. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.expertise.com/our-selection-process .
The Investopedia Top 100 Advisors for 2019 was awarded 8/8/2019 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
The Investopedia Top 100 Advisors for 2018 was awarded 6/8/2018 by Investopedia. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://www.investopedia.com/top-100-financial-advisors-4427912 .
