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Endowment Wealth Management, Inc.
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    Helpful Resources

    Important Tax info 2023

    Student Loan Update (12.23.22)

    Charitable Gifts

    2022-2023 College Cost Data

    2023 Medicare Updates

    FAFSA 2023-24

    CHIPs and Science Act (8.9.2022)

    Prepare Now for Future Emergencies

    Student Loan Update (8.24.2022)

    Inflation Reduction Act (8.16.22)

    US Economic Update (August, 2022)

    Roth Conversion Benefits & Regulations

    Social Security Update & Figures

    2023 HSA Key Numbers

    Rising Interest Rates & Implications

    Tax Scam Information

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    Why Businesses Can’t Find Enough Workers

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    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.

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    Recent Posts

    • Endowment Wealth Management Named to America’s Top Financial Advisory Firms 2025 by Newsweek
    • 2025 Internship: Financial Advisor Career Track
    • Preqin: Hedge Fund Launches at 24-Year Low
    • Global Alts Successfully Closes Venture Capital Fund Targeting Strategic Investment in Groq
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    Appleton (WI) Headquarters:

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

    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

    Green Bay (WI) Office:

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

    Hilton Head Island (SC) Office:

    110 Traders Cross
    Okatie, SC 29909 Map
    Ph. (920) 915-4000

    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

    © 2026 Endowment Wealth Management, Inc.. All rights reserved.

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    • What We Do
    • Our Team
    • Our Solutions
      • – Endowment Investment Philosophy®
      • – Alternative Investments
      • – Cash Management
      • – 1031 Exchange Funds
      • – Qualified Opportunity Zone Funds
      • – Trust Investment Management
      • – Charitable Giving Options
      • – Request for Proposal (RFP)
      • – Fidelity HSA Option
      • – Specific Solution Sheets
    • Resources
      • – Become an EWM Client
      • – Contact Us
      • – Learning Center
      • – Blog
      • – News
      • – Videos
      • – Portfolio Construction
      • – Dave Ramsey SmartVestor
      • – Form CRS
    • Request A Meeting
    • Client Center