Endowment Wealth Management, Inc.

Financial Advising | Chicago, IL

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about this business

 

If your family is your most valued asset, and you are looking for a firm to trust and assist you with their financial future and your family legacy, please continue to read about Endowment Wealth Management Multi-Family Office.

 

Endowment Wealth Management Inc. is a fee-based independent Registered Investment Adviser (RIA) that has been providing sustainable family wealth management "FIDUCIARY ADVICE" to our valued clients since 1996. If your personal goal is to better organize, understand, integrate, and manage your family's various financial assets and personal life cycle goals, then we want you as our next valued client. I guarantee you won't be disappointed!!

 

We provide our clients with a free initial consultation so that we can both better understand how our team of experienced professionals will work together with you to achieve your family goals. Based on the detailed information you provide us, we will access your risk profile and then produce a Family Wealth Plan, which will be your road map to sustainable family wealth. We will then produce an Investment Policy Statement (IPS) which will guide all of our future investment management recommendations. Our final step is to integrate all of your various financial assets in to your "Wealth Portal" and all of your important documents in to your "Secured Vault". Both are accessible from any computer or smart phone 24/7/365.

 

Visit our web page at www.EndowmentWM.com to read more about our process, our team, our Endowment Investment Philosophy® and our national  Endowment Index® calculated by NASDAQ OMX™. We truly look forward to personally meeting you and helping you achieve your family wealth goals with less worries and stress!

 

Call 414-716-6343 today to arrange one of this months three FREE consultations!

 

Our Endowment Investment Philosophy® creates a three dimensional portfolio comprised of Global Equities, Global Income and Risk Managed Alternative Investments. The goal is to generate better long-term risk-adjusted returns, lowering the volatility and creating sustainable wealth. This is similar to the Investment Philosophies followed by most Major Universities, Endowments and Institutional Investors.

 

Visit www.EndowmentWM.com and request the white paper on our Endowment Investment Philosophy®.

additional information

Hours of Operation

  • monday 8:00am - 5:00pm
  • tuesday 8:00am - 5:00pm
  • wednesday 8:00am - 5:00pm
  • thursday 8:00am - 5:00pm
  • friday 8:00am - 5:00pm

Services

  • Business Succession Planning
  • Children's College Planning
  • Estate, Gifting and Philanthropic Planning
  • ETF Models as Passive Core Allocations
  • Financial Planning
  • Income Tax Planning
  • Investment Allocation & Mgmt
  • Retirement Planning
  • SMA Active Managers as Satellite Allocations
  • Utilize the Endowment Investment Philosophy

Specials

  • We are available to meet after 5 pm and on weekends.

Awards/Recognitions

Top Dogs Wealth Manager 2008"-orderWealth Manager Magazine2008

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Wealth Magazine "Top Dog Wealth Manager" in 2008.

"One of the Top 250 Wealth Advisors" - 2008e-orderWorth magazineJanuary 2008

While employed as Director of Wealth management at Sumnicht & Associates, the firm was awarded by Worth Magazine "One of the Top 250 Wealth Advisors" in 2008.

"One of the Nations Top 100 Wealth Advisors" - 2007Re-orderWorth MagazineJanuary 2007

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Worth Magazine "One of the Top 100 Wealth Advisors" in 2007.

"One of the Nations Top 100 Wealth Advisors" - 2006Re-orderWorth MagazineJanuary 2006

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Worth Magazine "One of the Top 100 Wealth Advisors" in 2006.

"One of the Nations Top Wealth Managers 2005"Re-orderBloomberg Magazine2005

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Wealth Manager Magazine "One of the Nations Top Wealth Advisors" in 2005.

"One of the Nation’s Top 100 Wealth Advisors”—2005Re-orderWorth MagazineJanuary 2005

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Worth Magazine "One of the Top 100 Wealth Advisors" in 2005.

Fox Cities Chamber of Commerce Small Business of the Year 2004Re-orderFox Cities Chamber of CommerceSeptember 2004

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by the Fox Cities Chamber of Commerce, Small Business of the Year in the Service category in 2004.

"One of the Nations Top Wealth Managers 2004"Re-orderBloomberg Magazine2004

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Wealth Manager Magazine "One of the Nations Top Wealth Advisors" in 2004.

"One of the Nations Top Wealth Managers 2003"erBloomberg Magazine2003

While employed as Director of Wealth Management at Sumnicht & Associates, the firm was awarded by Wealth Manager Magazine "One of the Nations Top Wealth Advisors" in 2003.

 

testimonials

  •  

    Because we are a Registered investment Adviser (RIA) we are not allowed to publish or advertise any client testimonials. Rather, we can provide you with a client reference which you may contact to learn first hand about our professional services.

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Endowment Wealth Management, Inc. location & information

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John Hancock Center, 875 North Michigan Avenue #3100
Chicago, IL 60611
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