- Charitable GivingFree Charitable Giving Plan Review & ConsultationMany of our clients have established low cost family foundations and annually have charitable bequests. If you are looking for a team of independent professional to provide you with fee-based fiduciary advice on how best to meet your family's current and future charitable wishes, using the most tax efficient and cost efficient methods, please call us today at 920-785-6010 to arrange your free consultation. Also visit www.Endowment WM.com to learn more about our professional team and fee-based fiduciary services.
- Roth IRAFree IRA & Retirment Plan ConsultationDo you have a Roth IRA, Traditional IRA, Non-Deductible IRA, Inherited IRA or 401-k plan rollover question? Call Endowment Wealth Management today and ask to talk to one of our professionals. We can assist you in consolidating your various retirement accounts and establishing a long-term retirement plan that meets your risk tolerance, asset allocation needs and is lower in cost. Please call 920-785-6010 and arrange for a FREE retirement plan consultation.
- BondsFree Bond Portfolio ReviewBonds are fixed income investments used to bring added diversification to your portfolio. In todays rising interest rate environment, the risks related to holding long-term bond allocations is greater then the investors understand. As interest rates rise, the principal value of the bonds will fall and the longer the duration period of the bonds the greater the decrease in your portfolio. As a result, all investors should be talking with a fee-based fiduciary adviser and create a more diversified global income allocation for their portfolio that isn't just bonds. Visit www.EndowmentWM.com to learn more about our professional team and our 3-D Endowment Investment Philosophy.
- Wealth ManagementFree Family Wealth ReviewEndowment Wealth Management is a Mulit-Family Office that provides our clients with holistic wealth management advice. We utilize the three dimensional Endowment Investment Philosophy which is comprised of Global Equities, Global Income and Risk Managed asset allocations. This is the same investment philosophy that major university endowments and institutional investors follow to create sustainable long-term wealth. Visit www.EndowmentWM.com to learn more about our firm's Endowment Investment Philosophy and how it can create sustainable family wealth for you.
- Accounting ServicesFree Access to our Wealth Portal for all Clients.Endowment Wealth Management's secured wealth portal provides our clients with mobile access to all their wealth and secured personal documents at one time. Our clients know what they own, where it is, and fully understand what its worth. Thus, they are able to better manage all their wealth, understand their diversification strategies and make better strategic investment decisions. In the situation of n untimely death the spouse knows that all the important documents and personal assets are there. Visit www.EndowmentWM.com and go to the become a client tab, watch the two wealth portal videos to learn more about our Wealth Portal & Secured Vault.
- Financial PlanningFree Family Wealth ConsultationEndowment Wealth Management's team of independent professional advisers provide fee-based fiduciary advice to all our clients. We are NOT stockbrokers or insurance agents selling commissioned financial products that do meet your needs. Rather, our team works together to provide your family with the current information and financial planning steps needed to achieve your personal needs and protect your family's legacy. If your most valued asset is your family, and you are looking for a firm to trust with your family's needs and family legacy, please don't hesitate to call Endowment Wealth Management at 920-785-6010. Call to arrange your free consultation.
- Retirement PlanningFree Retirement Plan Review & ConsultationConcerned about your retirement? Everyday of the week 10,000 celebrate their 65th birthday and enter their retirement years. I am sorry to say, most of them do NOT have a retirement plan and don't know who to call. Please call Endowment Wealth Management today to arrange a free retirement plan consultation and start talking the right steps to developing the retirement plan which will meet your specific needs..
- Asset ManagementFree Family Wealth ConsultationIf your greatest asset is your family and you are looking for someone to trust with their current needs and your family's long-term legacy, you should contact Endowment Wealth Management today! Our team of highly skilled independent professionals provided fee-based fiduciary asset management services, financial planning, retirement planning, multi-family office services and much more. Call 920-785-6010 to arrange your free family wealth consultation. Your time will be well spent and the information we provide will be beneficial to you, your spouse and your family, guaranteed!!
- 401(k) PlansFree 401-k Plan Review and ConsultationEndowment Wealth Management team of professional advisers provide independent fiduciary advice to a wide range of retirement plans. We review and formulate new plan benefit options for the Plan Sponsors while assisting the plan participants in fully understanding the benefits of their retirement plan.