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

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

New
Offers online services
New
Offers online services

About

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

www.linkedin.com/in/robertriedl1


Highlights

9 employees
Serves Milwaukee , WI
Offers online services

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Investment review, Tax planning, Trusts or estate planning

Photos and videos


  • No reviews (yet)

    Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

    Frequently asked questions

    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.

    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. 

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


    Services offered

    Financial Services And Planning