Overview

Our family wealth management firm is structured as a multi-family office and provides our high net worth clients with a wide range of personal and business related fee based professional wealth management services including; Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Management, Business Succession Planning, 401(k) plan or retirement plan management, family office services and much more.

Our clients understand and need the family wealth services we provide, but they tell us the reasons they hire Endowment Wealth Management are:

➟We are a Registered Investment Adviser and not commissioned stockbrokers selling products
➟We are a fee only independent fiduciary focused on creating sustainable family wealth
➟We utilize a team of professional CFA’s, MBA’s, CPA, CAIA, CFP, and AWMA to advise them
➟We implement our three dimensional Endowment Investment Philosophy which is similar to what is used by most major Universities, Foundations and Institutional Investors
➟We focus first on protecting the family’s Multi-Generational human capital, the family members
➟We provide a Personal on-line Wealth Portal & secured Vault to organize all their family wealth
➟We are a true Multi-Family Office owned by the employees and family clients

Market
RIA
Member Level
Plus
Last Activity
this week

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