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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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    401(k) & 403(b) Loan Solution
    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)
    Property Fraud Alert Service

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    ADV Part 2 Brochure

    Form CRS

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    Disclosure, Terms & Conditions

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    Endowment Wealth Management® Inc. (“EWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and serves clients throughout the United States. As an SEC-registered adviser, EWM is not subject to state registration requirements but complies with applicable notice filing and state laws where it conducts business. EWM transacts business only in states where it is properly notice filed or otherwise exempt.

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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

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

    Close Menu
    • 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
      • – Hilton Head, SC Office
      • – Become an EWM Client
      • – Contact Us
      • – Learning Center
      • – Blog
      • – News
      • – Videos
      • – Portfolio Construction
      • – Dave Ramsey SmartVestor
      • – Form CRS
    • Request A Meeting
    • Client Center