Individuals, Families & Trusts
To become a client of Endowment Wealth Management, complete the 6 simple steps below.
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.
Next, download and complete the following ‘New Client Data Worksheet’. Gather your financial, investment, tax and estate planning documents to prepare for your meeting.
Determine your personal risk profile by completing the quick quiz below.
Engage Endowment Wealth Management to complete a comprehensive Family Wealth Plan, which will provide you with direction and confidence.