Michael Rottier, Cfp® Email & Phone Number

Our clients’ most valued asset is their family! They are concerned about whom to trust with their financial future and family legacy. Call EWM to learn about our professional team, our FIDUCIARY FEE-BASED holistic advice, our 3-D Endowment Investment Philosophy® & our Endowment Index® calculated by NASDAQ OMX®. Offices in Chicago, Milwaukee, Green Bay & Appleton.We specialize in working with physicians, professionals, business owners, HNW families, widows, CPAs, lawyers and more. Our clients are located throughout the USA and we serve their personal needs with fiduciary advice & family wealth services that will sustain their Multi-Generational Family Wealth, Unity & Legacy.As a national Multi-Family Office we provide our HNW clients with a wide range of personal and business related FEE-BASED professional wealth management planning services including; Financial, Retirement, Estate & Tax, Philanthropy, Gifting, Investment, 401(k) plan or retirement plan, and family office services.Our clients hire our firm;➟We are a Registered Investment Adviser (RIA) and NOT commissioned stockbrokers selling products➟We are a FEE-BASED independent FIDUCIARY focused on creating sustainable family wealth➟We utilize a team of professional CFA Charterholders, MBAs, CPAs, CAIA, CFPs, and AWMA to advise them➟We implement our 3-D Endowment Investment Philosophy® which is similar to what is used by most major Universities, Foundations and Institutional Investors➟We focus first on protecting the family’s Multi-Generational human capital, the family members!➟We provide a digital on-line Wealth Portal & secured Vault technologies to organize their family wealth➟Co-Creators of the 3-D Endowment Index® calculated by NASDAQ OMX®.☎ CALL TODAY (920)-785-6010 for a FREE FAMILY WEALTH CONSULTATIONPosted content is for informational or educational purposes only and should not be considered as personalized investment advice. Third party posts found in this profile do not reflect the views of ETFMS or Endowment Wealth Management®, should not be considered as investment advice, & have not been reviewed for completeness or accuracy. Registration does not imply any particular training or skill. Likes are not endorsements.

Listed skills include Microsoft Office.

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  University Of Wisconsin-La Crosse

  Finance