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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. Trusted was awarded to Endowment Wealth Management, Inc. on 2/12/20 by Firms that earn a 4.5- or 5-star rating based on a proprietary scoring algorithm are eligible to receive the “Trusted by” 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:

Contact Sam today at 920.785.6020 or by email at