Personal Information
Organization / Workplace
Appeton United States
Occupation
Chief Investment Officer-Wealth Mgmt-Multi-Family Office & RIA Serving, Endowments, 401k plans, etc.
Industry
Finance / Banking / Insurance
About
My personal objective is to generate the most optimal risk-adjusted return for our clients, using both traditional and alternative investments.
Endowment Wealth Management's Mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy.
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 retireme...
Contact Details