Endowment Wealth Management, Inc.

Congrats for taking the time to search for a "NAPFA Fee-Only Fiduciary" wealth advisor. I know its not an easy task, especially when you "don't know what you don't know" nor do you "know whom to trust".  

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy.  EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs.  EWM currently has six offices and serves clients in 15 states.  We provide every client with real-time access to our digital wealth portal and secured vault technologies.

Please contact me, Rob Riedl to schedule your "free family wealth consultation" and to learn more about our "Fee-Only Fiduciary" professional wealth management services.  Your time will be well spent!



Advisors at this Office


This Office

N19 W24400 Riverwood Dr Suite 350 Waukesha, WI 53188-1182 Phone: (262) 832-3827

Primary Office

W6272 Communication Court Appleton, WI 54914-8531 Phone: (920) 785-6010

Other Offices

875 N Michigan Ave Suite 3100 Chicago, IL 60611-1779 Phone: (312) 373-3850
5 Fallen Arrow Court Hilton Head, SC 29926 Phone: (920) 785-6010
N19 W24400 Riverwood Dr Suite 350 Waukesha, WI 53188-1182 Phone: (262) 832-3827
2810 Crossroads Dr Ste 400 Madison, WI 53718-7942 Phone: (608) 819-5899