Contact Us

ENDOWMENT WEALTH MANAGEMENT®, INC.

Email: Heidi@endowmentwm.com
Website: www.endowmentwm.com

Fox Valley Office

American National Bank Building
2200 N. Richmond Street
Ste. 200
Appleton, WI 54911
USA

Main: (920) 785-6010
Fax: (920) 227-0521


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Milwaukee Office

Schenck Building
11414 W Park Place
Suite 202
Milwaukee, WI 53224
USA

Tel: 414-716-6343


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Chicago Office

John Hancock Center
875 N. Michigan Avenue
Chicago, IL 60611
USA

Tel: 312-373-3850


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Second Opinion Portfolio Review

When is the last time you have evaluated your portfolio? Your financial goals and risk tolerance can change over time, and your portfolio should adjust to reflect these changes. Let us give you a second opinion on your portfolio and we can identify any hidden risks or holes in your plan that may need addressing.

Provide your name, email, and phone so we can set up a time to review your portfolio. We will highlight any areas that may be cause for concern, review your tax situation and efficiency, and give an overview of where improvements could be made.

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