About My Practice
Our firm, Endowment Wealth Management was founded on the philosophy that all family wealth should be managed through the utilization of the Endowment Investment Philosophy (EIP), which is how most major University Endowment’s have been managed for decades. The increasing complexities of the financial markets and ever changing tax laws have put an end to the use of the classic buy and hold investment strategy. Now more than ever, investors like you require the professional advice of independent fee-based wealth advisors. Our firm’s three dimensional EIP Portfolio is comprised of unique Equity, Income and Risk Managed asset allocation pools that are also divided between core and satellite allocations.
Our firm implements the EIP based on your unique risk profile, by creating a “Core” asset allocation comprised of passive ETF’s in order to utilize their low cost, transparency, liquidity and favorable tax benefits to build a core portfolio. We then strategically add various tactical “Satellite” asset allocations comprised of alpha producing mangers that utilize separately managed accounts (SMA).
The two questions I ask you to think about when reviewing the management of your personal wealth are as follows; What investment philosophy are you using? Whom do you trust?
I invite you to call 920-785-6010 today and arrange an in-depth conversation with our professional team about the benefits of utilizing our Endowment Investment Philosophy to manage your family’s wealth and why Endowment Wealth Management’s independent fee-based team is whom you need to trust to be your family wealth advisor.
Since 1980 I have been a professional in the financial services and accounting industry.
In 1979 I interned at Arthur Andersen & Co in Milwaukee, WI in their Audit Department.
In the summers of 1979 and 1980 I interned at Miller Brewery in their Corporate A/R Department.
In December of 1980 I graduated Marquette University in Milwaukee, WI. with a BSBA and double major in Accounting and Finance.
Starting in January 1981, I worked for Arthur Andersen & Co in Milwaukee, WI in the Small Business Department for two years.
In 1984 I became a Certified Public Accountant (CPA).
In 1984 I became a Certified Financial Planner (CFP).
In 2005 I became an Accredited Wealth Management Advisor (AWMA).
I provide my valued clients with personalized professional advice that I have acquired through my continuing education, professional experiences and years of listening to customers personal concerns. When combined with our firm's team of other skilled professional advisors and the utilization strategic of other outside estate and tax expertise makes for a mutually beneficial long-term personal relationship.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Other - AWMA
Considerations: We are a Multi-Family Office that professionally serves high net worth families throughout the United States. Our professional team works together to our serve familiy clients and brings their 100 plus years of expertise to each client relationship.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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