Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provide holistic "Fee-Only Fiduciary" advice that seeks to sustain our client's multi-generational family wealth, unity, and legacy. We create customized family wealth plans plans designed for each client's personal risk tolerance, goals and retirement needs. We apply our 3-D Endowment Investment Philosophy® to tailor a portfolio that seeks to sustain your family wealth goals, unity and legacy. EWM serves clients nationwide with offices in Wisconsin and South Carolina.
Content posted on this site is for informational and educational purposes only intended exclusively for individuals and entities interested in learning more about EWM and our investment strategies. The content herein on this Website (or any social media site) should not be construed as advice.
Endowment Wealth Management Inc. (“EWM”) is a registered investment adviser with the U.S. Securities & Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training; however, it does make Endowment Wealth Management, Inc. subject to scrutiny and oversight by the U. S. Securities and Exchange Commission (“SEC”). In addition to imposing a “fiduciary duty” on our firm, our registration requires us to comply with various rules and pronouncements by the SEC.
Content posted here is limited to the dissemination of general information pertaining to EWM's investment advisory services. Accordingly, the publication of content on Websites on the Internet should not be construed by any consumer and/or prospective client as EWM’s solicitation to effect, attempt to effect transactions in securities, or render personalized investment advice for compensation, over the Internet. Any subsequent direct communication by EWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of EWM, please contact the SEC or the state securities law administrators for those states in which EWM maintains a notice filing. A copy of EWM’s current written disclosure statement discussing EWM’s business operations, services, and fees is available from EWM upon written request. Our most recent disclosure statement can also be found on the SEC’s website at https://adviserinfo.sec.gov/firm/summary/108652.
EWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EWM’s Website(s) or incorporated herein and takes no responsibility there for. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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