Our team of fee-only fiduciary advisors and family office staff is here to help empower you in taking control of your family wealth and financial future.
As stewards of your trust and family wealth, our team works together to provide you with fee-only investment advice when recommending globally diversified investments.
We remain focused on providing our clients with low cost and tax efficient investments that seek better long-term, risk-adjusted portfolio returns.
Robert L. Riedl, CPA, CFP®, AWMA®, CFC®
CEO, Director of Wealth Management
Rob@EndowmentWM.com
CFP® Certificate
John D. Weninger, CFP®
Senior Wealth Advisor
John@EndowmentWM.com
CFP® Certificate
Evan M. Kubiak
Associate Wealth Advisor
Evan@EndowmentWM.com
Prateek Mehrotra, MBA, CFA®, CAIA®
Chief Investment Officer
Prateek@EndowmentWM.com
Tim Landolt, MBA
Director of Institutional Services
Tim@EndowmentWM.com
Jamie R. Brown, CFA®, CPA
Senior Investment Officer
Jamie@EndowmentWM.com
Robert L. Riedl, CPA, CFP®, AWMA®, CFC®
CEO, Director of Wealth Management
Rob@EndowmentWM.com
CFP® Certificate
Heidi Buhler
Wealth Administrator, Notary
Heidi@EndowmentWM.com
Abigail Lax
Assistant Wealth Administrator, Notary
Abigail@EndowmentWM.com
Elaine Pietsch
Family Office Services Specialist
Elaine@EndowmentWM.com
Darla White
Family Office & Fund Accountant
Darla@EndowmentWM.com
W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521
Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827
Fax: (920) 227-0521
5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000
2300 Riverside Dr.,
Green Bay, WI 54301 Map
Ph. (920) 785-6010
Fax (920) 227-0521
360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850
Fax: (920) 227-0521
Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899
Fax (920) 227-0521
