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REFINING FEE-ONLY WEALTH MANAGEMENT

In many ways we are like the traditional family farmer. The old farmer that rides his classic tractor and annually plants his various crops while working every day to tend to his chores, animals and farm.

At night, he enjoys a family meal made from the fruits of his prior labor, while always praying for warm weather and rain to nourish his current crops. He waits patiently, but works continuously, to be ready to harvest an abundant crop in fall so that he can enjoy his winter months in leisure, while thinking about next season’s crops.

Every seed needs the right combination of soil, sun and rain. Endowment Wealth Management’s clients goals benefit from our disciplined investment philosophy, our comprehensive family wealth plan and a seasoned professional team, that all work together every day to care for your unique family goals.

How We Define Fee-Only Wealth Management

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Listen & Learn

We all enjoy learning about you and your family! Your vision, goals, dreams, hopes, expectations and your personal insights, which provides us a better understanding of who you are and where you want to go in the context of your life.

Investment Consulting

We provide our clients with a personalized family wealth plan that encapsulates your life and wealth and provides direction. We then utilize our Endowment Investment Philosophy® to coordinate your portfolio to obtain both wealth preservation and growth that will meet all your financial needs.

Advanced Planning

Our professional team manages all of our clients' unique advanced planning concerns, that include:
1. Wealth Enhancement
2. Wealth Transfer
3. Wealth Protection
4. Charitable Giving
5. Retirement Planning

Relationship Management

As fiduciary advisors, we always put our clients' interests at the forefront. In a true spirit of collaboration, we effectively manage your current professional advisors, including tax accountant, attorney and other advisors to ensure a coordinated approach to decision-making and long-term planning in the context of your life.

Why Clients Hire Us

We truly understand how complex and confusing investing is for you. When coupled with the fear of not knowing what you don’t know and not knowing whom to trust, people have an excuse to do nothing. Instead, we recommend you learn, search out answers and find the advisor who is best for you. To help you in your search, we recommend you ask these 13 questions to any prospective wealth advisor. In addition, that you hire a fiduciary, fee-only independent advisor who understands your personal needs in the context of your life.

We personally invite you to schedule a free wealth consultation to learn more about our firm. We guarantee it will be time well spent.

Fee-Only Fiduciary

An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.

Who We Serve

Business Leaders & Medical Professionals

As a business leader or medical professional, you’ve built a life that gives you the opportunity to do things you truly care about – we aim to help you keep it that way.

Whether you’re looking to sell your business, or simply planning for the events of family life, we’ll help you make it happen. We’ll help you turn the success you’ve earned into a lasting and fulfilling future.

Pre & Post-Retirees

Congratulations! You’ve spent years working hard, saving and investing in order to achieve this milestone day called retirement.

Now as you plan the next chapter of your life, we will assist you in discovering how to use your financial assets to achieve your personal goals and fully enjoy the fruits of your labor.

Real Estate Investors (1031 Tax-Free Exchange)

Our firm is a one-stop shop because we simplify the 1031 exchange process by providing research on independent real estate funds, selecting investment managers to invest the qualified property proceeds using a Delaware Statutory Trust, while providing a Qualified Intermediary Service (QIS), who independently handles the entire sale and like-kind exchange process.

Philanthropic Families

When did you first discover life was about more than just money? Our team specializes in wealth management for high-net worth individuals and families who are interested in maximizing their charitable impact as generous donors. We balance the needs of your life, family, retirement and estate with the purpose that’s in your heart.

Many clients come to us facing big decisions that involve more than just their investments. Whether you’re retiring, selling the family business, or experiencing changing life situations, we’ll help you in integrating your family, life and legacy with your financial future.

Trusts

Our firm serves as the independent investment advisor to family legacy trusts. By partnering with independent specialized trust companies that provide professional trust administration and master custody services, we provide a fully integrated outsourced private trust management solution. As the independent investment advisor, we apply our 3-D Endowment Investment Philosophy®, which combines three tiers of passive, active and illiquid private investment allocations across three broad assets (global equity, global income and alternatives). Our goal is to generate the annual income distributions needed to meet your personal needs, maintain the appropriate risk profile and improve on the long-term risk adjusted returns.

Endowments & Retirement Plans

Endowment Wealth Management® serves our Endowment and Foundation clients as an Outsourced Chief Investment Officer (OCIO) which allows your board members and staff to focus on your organization’s mission by combining an institutional investment platform with specialized services. Trustees are challenged by the complexity of asset management, fiduciary responsibilities, and their organizations operational needs. With Endowment Wealth Management® as a partner your organization receives a dedicated OCIO team of knowledgeable asset management professionals. We operate as a fiduciary partner and act as an extension of the board, trustees, committees, and staff to effectively manage assets and navigate risk.

Turn your personal success and dreams into a life aligned with your goals, filled with direction, purpose, happiness and confidence!