​Endowment Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Appleton, Wisconsin, operating through a Multi-Family Office (MFO) structure. The firm provides holistic, fee-only fiduciary wealth management services, emphasizing the protection and growth of clients’ family wealth. Utilizing their proprietary 3-D Endowment Investment Philosophy®, they offer personalized investment strategies tailored to individual risk tolerances and goals. With offices across six national locations and clients in 26 states, Endowment Wealth Management is dedicated to sustaining multi-generational family wealth, unity, and legacy through comprehensive, objective advice.