Endowment Wealth Management, Inc.

Endowment Wealth Management, Inc.

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Wealth Management Services

About Us

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

Endowment Wealth Management is a Registered Investment Adviser headquartered in Appleton, WI. Our team of experienced professionals have over 100 years of expertise and serve as a fee based fiduciary wealth adviser to our high net worth clients, 401-k plan sponsors and charitable endowments. If your most valued asset is your family and you are concerned about protecting them, please visit www.EndowmentWM.com today to learn how to reduce your costs of investing, lower your taxes, expand your diversification and increase your long-term risk-adjusted returns.

To meet the needs of our clients, we also have a second office located in Milwaukee.

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Robert L. Riedl, CPA, CFP®, AWMA®, Director of Wealth Management
Prateek Mehrotra, MBA, CFA®, CAIA, Chief Investment Officer
Heidi Buhler, Wealth Administrator
Thomas P. Remley, MBA, CFA®, President

Rep/Contact Info

Heidi Buhler
Wealth Administrator
Prateek Mehrotra
Chief Investment Officer
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Mr. Robert L. Riedl, CPA, CFP, AWMA
CEO / Director of Financial Planning
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