Fee-only fiduciary
Provides fiduciary wealth management services on a fee-only basis.
Endowment Wealth Management
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About Endowment Wealth Management
Fee-only fiduciary wealth management is the core service offered to individuals and families. The firm is an SEC-registered investment adviser using a multi-family office structure to address financial complexities that affect family wealth. Services use the 3-D Endowment Investment Philosophy and align clients' goals, values, and risk tolerance with disciplined guidance. The approach also considers multi-generational family wealth, family unity, and legacy, helping clients make thoughtful financial decisions while planning for the future. The firm serves clients in 26 states and has six national office locations. Milwaukee is among the locations associated with Endowment Wealth Management.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Family wealth
Addresses financial complexities affecting family wealth and legacy.
3-D philosophy
Uses the 3-D Endowment Investment Philosophy in its services.
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