Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.
Robert Riedl
AWMA® CFP® CPA
Rob directs the Family Wealth Management services of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs.
Rob's 30 years of professional experiences is key when consulting with clients' families. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Rob received his bachelors degree from Marquette University with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College for Financial Planning in November of 2005
Sam Moore
CFP®
Sam is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Sam assumes the role of the client family's Chief Financial Officer and coordinates with the client's current professionals (i.e., attorney, tax accountant, insurance agent, etc.) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client's specific needs.
Sam received his bachelors degree from the University of Wisconsin-Madison in Personal Finance. He earned his Certified Financial Planner (CFP®) designation in 2020.
General Information |
| Firm Start Year: | 2013 | |
| No. of Employees: | 10-19 | |
| Name of Custodial Firm: | Fidelity Investments |
| Work with the following types of clients: | Individual Investors, Businesses, Investment Clubs, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference |
Firm Information |
| Firm's Number of Clients: | 250 |
| Firm's Number of Planning Clients: | 150 |
| Firm's Number of Managed Clients: | 250 |
| Assets Managed by Firm: | $320,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | Fee % varies based on amount of assets managed. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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