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Endowment Wealth Management, Inc.
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    Documents below contain important information regarding personal financial topics

    Please contact our office with any questions (920) 785-6010

    In-Service Rollovers & Mega Backdoor Roth Solution
    IRA-to-HSA Rollover Solution
    Applying for Medicare Solution
    Parts of Medicare Solution
    Check your Credit Score Solution
    Freeze your Credit Solution
    Roth IRA Conversion Solution
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    Net Unrealized Appreciation (NUA)
    529 College Saving Benefits
    How to Open an Edvest 529 Account
    Proactive Tax Planning Tactics 
    Paying Estimated Taxes
    Tax Review Checklist 
    Add an Authorized Viewer on your Fidelity Account
    Private Family Foundation
    Donor-Advised Fund
    How to Open a Donor Advised Fund
    How the One Big Beautiful Bill Affects You
    How the Secure Act 2.0 Impacts You
    How to access your Social Security Statement
    Estate Plan Review
    Income Tax and Withholding Review
    Protect your Tax Return with an IRS IP PIN
    Protect Yourself Against Wire Scams
    Start your Business using your 401(k)
    Series-I Savings Bond Solution
    529 to Roth Rollover Instructions
    5% Distribution Rule (In Retirement)

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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

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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

    © 2025 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