Prateek Mehrotra's Contact Details

Prateek Mehrotra's Company Details

Endowment Wealth Management, Inc.

Appleton, WI, US • 5 - 9 Employees
Financial Services

Endowment Wealth Management's mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy.Our wealth management firm provides investment advisory services to individuals and families, foundations and endowments, and retirement plans. We offer a range of professional services including: Financial and Investment Planning, Retirement Planning, Estate & Tax Planning, and 401(k)/ retirement plans.➟We are a Registered Investment Adviser and not commissioned stockbrokers selling products➟We are a fee-only independent fiduciary focused on creating sustainable family wealth➟We implement our three dimensional Endowment Investment Philosophy® 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 membersNOTE: Securities regulations DO NOT ALLOW RIA Firms to utilize the Endorsement feature of this social site. Likes are not endorsements. DISCLOSURES: Third party posts are found in this profile do not reflect the views of Endowment Wealth Management ("EWM")​ and have not been reviewed for completeness or accuracy. NOTE: Securities Regulations do not allow RIA firms to utilize the Endorsement feature of this social site. EWM is a registered investment adviser located in Appleton, WI. EWM and its representatives are in compliance with the current registration filing requirements imposed upon SEC-registered investment advisers. EWM's activity on this web site is limited to the dissemination of general information pertaining to its services. Accordingly, content herein should not be construed by any consumer and/or prospective client as EWM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. For a more complete disclosure, visit our website at www.EndowmentWM.com.