Client Wealth Portal and Online Vault

If you have questions or would like to schedule a Strategic Wealth Update meeting, please contact Heidi Buhler at 920-785-6010.

Click here to access your secured EWM Online Wealth Portal.

To learn more about your Online Wealth Portal, click here.

Your Online Wealth Portal

Click here to access your secured Fidelity Accounts directly.

Click here to access your EWM Portfolio Performance Report Log-In.

Careers

ADV Part 2 Brochure

Form CRS

Digital Privacy Policy

Disclosure, Terms & Conditions

Endowment Wealth Management^® Inc. (“EWM”) is an SEC registered investment adviser (RIA) serving clients throughout the United States. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Appleton (WI) Headquarters:

W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Green Bay (WI) Office:

2300 Riverside Dr.
Green Bay, WI 54301 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Madison (WI) Office:

Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899

Milwaukee (WI) Office:

Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827

Chicago (IL) Office:

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850

Hilton Head Island (SC) Office:

5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000