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Sam Moore, CFP®

Wealth Advisor

Sam is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Sam assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

Sam received his Bachelor’s degree from the University of Wisconsin-Madison in Personal Finance. He earned his Certified Financial Planner (CFP®) designation in 2020.

Investor.com Trusted was awarded to Endowment Wealth Management, Inc. on 2/12/20 by Investor.com. Firms that earn a 4.5- or 5-star rating based on a proprietary scoring algorithm are eligible to receive the “Trusted by investor.com” badge. No solicitation payment was made to the award sponsor to be nominated or to qualify for the Trusted Badge. The complete Judging criteria can be found at: https://investor.com/trust-algorithm.

Hooper Law Office provides continuing education to professional advisors to assist them remain current on various topics relevant to estate plans and long-term care. Hooper Law Office Advisor Education Badge symbolizes an adviser’s commitment to learning about an array of topics including, but not limited to estate planning, long-term care, business planning, farm planning, VA benefits, estate settlement. You can learn more about the Program by visiting the Hooper Law Office Advisor Directory Website.

Contact Sam today at 920.785.6020 or by email at [email protected].