Endowment Wealth Management, Inc.

Our wealth management firm is provides investment advisory services to individuals and families, foundations and endowments, and retirement plans. We offer a range of professional services, serving our clients as fee-based fiduciaries. 

EWM is a registered investment adviser located in Appleton, WI. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers. EWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. EWM's activity on this web site is limited to the dissemination of general information pertaining to its services. Accordingly, content herein should not be construed by any consumer and/or prospective client as EWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet.