Appleton Group Wealth Managenient

Endowment Wealth Management Inc. is an SEC Registered Investment Adviser that employs a Multi-Family Office structure, dedicated to protecting clients and their most valued asset—their family. With a focus on holistic fee-only fiduciary wealth management services, they utilize the 3-D Endowment Investment Philosophy to align clients' financial decisions with their personal goals and risk tolerance. Recognized for their excellence, Endowment Wealth Management has received accolades including being named among the Best Financial Advisors in Appleton and the Investopedia Top 100 Advisors. Their mission is to empower clients to become stewards of their family wealth, fostering a life filled with direction, purpose, happiness, and confidence. Generated from the website

Wisconsin Financial is a financial services firm based in Appleton, WI, specializing in personalized wealth management solutions for individuals and businesses. The company offers a range of services including investment planning, retirement planning, and estate planning. With a team of experienced financial advisors, Wisconsin Financial aims to help clients navigate complex financial decisions and achieve their long-term financial goals. The firm prides itself on providing tailored strategies to meet the unique needs and objectives of each client. Generated from their business information