Prateek Mehrotra Email
Chief Investment Officer-Wealth Mgmt-Multi-Family Office & RIA Serving, Endowments, 401k plans, etc. . Endowment Wealth Management Inc.- a Multi-Family Office
Appleton, WI
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Endowment Wealth Management's mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy.\n\nOur firm provides investment advisory services to individuals and families, foundations and endowments, and retirement plans. We offer a range of professional services including: Financial and Investment Planning, Retirement Planning, Estate & Tax Planning, and 401(k)/ retirement plans.\n\n➟We are a Registered Investment Adviser and not commissioned stockbrokers selling products\n➟We are a fee-only independent fiduciary focused on creating sustainable family wealth\n➟We implement our 3-D Endowment Investment Philosophy® similar to what is used by most major Universities, Foundations and Institutional Investors\n➟We focus on protecting multi-generational human capital- family members\n\nNOTE: Likes are not endorsements. \n\nDISCLOSURES: \nContent posted on this site is limited to informational and educational purposes only and is not intended and should not be construed as personalized investment, tax or legal advice. Accordingly, content herein should not be construed by any consumer and/or prospective client as Endowment Wealth Management, Inc.’s (“EWM”) solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. EWM is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. EWM and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. Likes, shares, and retweets do not constitute an endorsement of any individual, firm, or investment strategy. We do not verify or guarantee the accuracy of third-party content.\n\nVisit our website https://endowmentwm.com/disclosure-terms-conditions/ for disclosures with respect to content posted on this social media site.Endowment Wealth Management Inc.- a Multi-Family Office Address
Appleton, WI
United States