Become Our Client Today!

Individuals, Families & Trusts

To become a client of Endowment Wealth Management, complete the 6 simple steps below.

Step 1

Arrange your free wealth discovery meeting with one of our Wealth Advisors by completing the form to the right, or calling 920.785.6010 and asking for Heidi Buhler.

Step 2

Next, download and complete the following ‘New Client Data Worksheet’. Gather your financial, investment, tax and estate planning documents to prepare for your meeting.

• EWM Client Data Sheet

Step 3

Determine your personal risk profile by completing the quick quiz below.

Step 4

As a SEC requirement, we are providing you with our firm’s updated ADV Part 2 and Privacy Policy for your review.

• EWM Privacy Notice
• EWM Form ADV Part 2 Brochures

Step 5

Engage Endowment Wealth Management to complete a comprehensive Family Wealth Plan, which will provide you with direction and confidence.

Step 6

As we implement your Family Wealth Plan, we utilize our Wealth Portal to organize your financial assets and legal documents. Watch the video to the right and click here to learn more about our innovative Online Wealth Portal techonology!

Download our iOS Smart Phone App (Apple devices)

Download our Android Smart Phone App (Android devices)

Step 7.

We recommend that you protect your identity and personal information:

LifeLock Policy with 10% discount – Promo code: “ORGRFP”

CLICK HERE TO GET STARTED

If for any reason you do not want to use Lifelock, we strongly suggest you subscribe to another reputable provider for identity theft insurance as part of a comprehensive wealth management program.

Endowments & Foundations

To establish a relationship between Endowment Wealth Management^® and your Endowment or Foundation, please contact Prateek Mehrotra, Chief Investment Officer,  by phone at 920-785-6010 or by email at [email protected].

Company Retirement Plans

To set up a free plan review or to request an RFP in your next manager/advisor search, please contact Tim Landolt, Director of Institutional Services, by phone at 920-785-6010 or by email at [email protected].