Become a Client

Thank you for your interest in learning more about how to become a client of Endowment Wealth Management.

Families & Individuals: Please complete the steps below or if you have questions or want to set up a complimentary wealth consultation, contact Robert Riedl, Director of Wealth Management, by phone at 920-785-6010 or by email at Rob@endowmentwm.com.

Endowments and Foundations: Please contact Prateek Mehrotra, Chief Investment Officer, to establish a relationship between Endowment Wealth Management and your Endowment or Foundation by phone at 920-785-6010 or by email at Prateek@endowmentwm.com.

Retirement Plans: Please contact Tim Landolt, Director of Institutional Services, to set up a free plan review or to request an RFP in your next manager/advisor search by phone at 920-785-6010 or by email at Tim@endowmentwm.com.

Step 1

Download and complete EWM forms to become a client:

Download and Read:

Questions or to arrange a free wealth consultation please contact Heidi Buhler at
Heidi@EndowmentWM.com or call 920-785-6010


Step 2

Learn about EWM digital Wealth Portal, Secured Vault and Phone Apps:


Download our iOS Smart Phone App (Apple devices)
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Download our Android Smart Phone App (Android devices)
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Questions or to arrange a free wealth consultation please contact Heidi Buhler at
Heidi@EndowmentWM.com or call 920-785-6010


Step 3

We recommend that you protect your identity and personal information:

 

Lifelock Policy with EWM 10% discount

We suggest that our clients consider enrolling in the Identity Theft protection service provided by LifeLock by clicking on the link below and entering the Promo code “Endowment” on the bottom of page one of their web page application.  We recommend the $110 per person option  and the discount will give you 30 days free and 10% off your annual costs forever.  Please note that Life Lock’s referral program automatically pays our firm a small referral fee which we will accumulate and donate to a charity.  We are NOT recommending adding Life Lock identity protection based on us receiving any referral payment.  Rather, we want to provide our clients with an annual savings that they couldn’t receive on their own.

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CLICK HERE TO GET STARTED

If for any reason you do not want to use Lifelock, we strongly suggest you subscribe to another reputable provider for identity theft insurance as part of a comprehensive wealth management program.

Questions or to arrange a free wealth consultation please contact Heidi Buhler at
Heidi@EndowmentWM.com or call 920-785-6010


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