Endowment Wealth Management is a SEC Registered Investment Adviser based in Allouez, Village of, WI, dedicated to empowering clients to become stewards of their family wealth. With a focus on holistic, fee-only, fiduciary wealth management services, they utilize the 3-D Endowment Investment Philosophy to provide direction, confidence, and peace of mind to clients across 19 states.
Endowment Wealth Management's team, led by CEO Rob Riedl and CIO Prateek Mehrotra, has been recognized for their excellence in financial advisory services, with accolades such as being named Best Financial Advisors in Appleton and having team members listed in the Investopedia Top 100 Advisors. Their mission is to help clients align their financial decisions with their life goals, ensuring a future filled with purpose, happiness, and confidence.
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