Financial advisor · Appleton, WI
Collar Capital
Fiduciary portfolio management for individuals, trusts and family offices
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Fee-only wealth management for multi-generational families6272 Communication Ct., Appleton, WI
Endowment Wealth Management is an SEC-registered investment adviser that works with families on wealth management, using a multi-family office structure. The firm offers fee-only, fiduciary planning built around its 3-D Endowment Investment Philosophy, covering alternative investments, pension planning, cash management, trust investment management and charitable giving options.
Clients can request a free wealth consultation and meet with the team to talk through goals, values and risk tolerance before any plan is built. The firm lists offices in Appleton, Chicago, Green Bay, Madison, Milwaukee and Hilton Head Island, and its headquarters is on Communication Court in Appleton.
Fiduciary portfolio management for individuals, trusts and family offices
Fee-based financial planning and investment management
Custom financial plans for families, individuals and retirees
Listing your business here is free. Featured is $49 a month: