Endowments & Foundations

Get Started

Retirement Plans & Companies

Get Started

Individuals, Families & Trusts

To become a client of Endowment Wealth Management, complete the 6 simple steps below.

Step 1

Arrange your free wealth discovery meeting with one of our Wealth Advisors by completing the form to the right, or calling 920.785.6010 and asking for Heidi Buhler.

Step 2

Next, download and complete the following ‘New Client Data Worksheet’. Gather your financial, investment, tax and estate planning documents to prepare for your meeting.

Step 3

Determine your personal risk profile by completing the 25 question quiz using the link below. This should take no longer than 10 minutes.

Risk Profile Quiz

Step 4

As a SEC requirement, we are providing you with our firm’s updated ADV Part 2 and Privacy Policy for your review.

Step 5

Engage Endowment Wealth Management to complete a comprehensive Family Wealth Plan, which will provide you with direction and confidence.

Step 6

As we implement your Family Wealth Plan, we utilize our Wealth Portal to organize your financial assets and legal documents. Watch the videos below to learn more about our firm’s digital platform.


Download our iOS Smart Phone App (Apple devices)

Download our Android Smart Phone App (Android devices)

Step 7.

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.


 

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.

Request Your Free Wealth Discovery Meeting

Endowments & Foundations

To establish a relationship between Endowment Wealth Management™ and your Endowment or Foundation, please contact Prateek Mehrotra, Chief Investment Officer,  by phone at 920-785-6010 or by email at Prateek@EndowmentWM.com.

Company Retirement Plans

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