Endowment Wealth Management, Inc.

  • Wealth Management Services
American National Bank Building
2200 N. Richmond Street, Suite 200
Appleton, WI 54911-1948
(920) 785-6010
(920) 227-0521 (fax)
www.EndowmentWM.com
Hours:
8 am to 5 pm (Monday to Friday)

  • About

    Our Mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy.

    End

  • Whom to Contact

    • Heidi Buhler
      Wealth Administrator
      Phone: (920) 785-6010
      Send an Email
    • Prateek Mehrotra
      Chief Investment Officer
      Phone: (920) 785-6010
      Send an Email
    • Thomas Remley
      President
      Phone: (920) 785-6010
      Send an Email
    • Mr. Robert L. Riedl, CPA, CFP, AWMA
      CEO / Director of Financial Planning
      Phone: (920) 785-6010
      Send an Email

  • Directions

    We are located in the American National Bank building at 2200 North Richmond Street, which is located next to Mary's Restaurant. Our offices are on the second floor.

    Top