Endowment Wealth Management, Inc. (Multi-Family Office)

Endowment Wealth Management, Inc. (Multi-Family Office)

9 employees

About this pro

Our Multi-Family Office provides "fee-only" fiduciary family wealth management advice to family's like yours!  Our firm has a highly skilled professional team and 3-D Endowment Investment Philosophy to provide the insights and guidance to meet our client's unique needs. 

I have been a financial adviser for over 40 years and what I truly enjoy are my clients and helping them learn how they can achieve all of  their dreams!

To learn more about me and our firm of professionals please visit my LinkedIn profile at


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Milwaukee, WI 53224
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What is your typical process for working with a new customer?

Our client process is simple, starts with listening.  Listening to our clients needs, goals, concerns, worries, future desires and learning about their pool of endless possiibilities. We then provide a free one-hour wealth consultation to determine if we can bring value to a long-term client relationship and truly help them.

Clients then engage our firm to create an integrated family wealth plan (quoted fee) to be used as our fmily's future guide.  Our team of professionals then advise the client and implement the Family Wealth Plan in order to bring our client's possibilities in to realities! 

Longer term, we monitor, advise and enjoy our client family relationships for generations to come.

What education and/or training do you have that relates to your work?

I am a Marquette University graduate where I double majored in Accounting and Finance

My professional designations include; CPA, CFP, & AWMA

I work with a profesional team that includes CFAs, CPA's, MBA's, AWMA,  CAIA and more. 

What advice would you give a customer looking to hire a pro in your area of expertise?

First and foremost, hire a "Fee-Only Fiduciary Adviser" because they will put your interests first and are NOT commissioned brokers!!

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