Individuals, Families & Trusts
To become a client of Endowment Wealth Management, complete the 6 simple steps below.
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.
Next, download and complete the following ‘New Client Data Worksheet’. Gather your financial, investment, tax and estate planning documents to prepare for your meeting.
Determine your personal risk profile by completing the 25 question quiz using the link below. This should take no longer than 10 minutes.
Engage Endowment Wealth Management to complete a comprehensive Family Wealth Plan, which will provide you with direction and confidence.
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.
- Watch Our Endowment Wealth Management™ Portal Video (2:00)
- Watch Our Endowment Wealth Management™ Portal Security Technology Video (2:30)