Endowment Wealth Management, Inc.

  • WEALTH MANAGEMENT SERVICES
American National Bank Building
2200 N. Richmond Street, Suite 200
Appleton, WI 54911-1948
(920) 785-6010
(920) 227-0521 (fax)
Hours:
8 am to 5 pm (Monday to Friday)
  • About

    Our Mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy.

    End

  • Whom to Contact

    • Heidi Buhler
      Wealth Administrator
      Phone: (920) 785-6010
    • Prateek Mehrotra
      Chief Investment Officer
      Phone: (920) 785-6010
    • Thomas Remley
      President
      Phone: (920) 785-6010
    • Mr. Robert L. Riedl, CPA, CFP, AWMA
      Director of Wealth Management
      Phone: (920) 785-6010
  • Directions

    We are located in the American National Bank building at 2200 North Richmond Street, which is located next to Mary's Restaurant. Our offices are on the second floor.

    Premier Members

    WE Energies
    Miller Electric
    Thrivent Financial
    BMO Harris
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