Robert Riedl, CPA, CFP, AWMA

Director at Endowment Wealth Mgmt, Inc - Multi-Family Office & Fiduciary RIA

Fee-Based Fiduciary Financial & Retirement Adviser at Endowment Wealth Management, Inc. in Appleton, WI

About

If your most valued asset is your family and you are concerned about whom to trust with your financial future and family legacy, I invite you to call me to learn more about our firm, our FIDUCIARY, fee-based holistic advice, our Endowment Investment Philosophy®, which incorporates alternative investment strategies for both accredited and non-accredited investors. Our use of alternatives helps us construct 3-dimensional investment strategies that are more comprehensive than the traditional two-dimensional stock-bond solutions provided by most other financial services providers. I specialize in working with physicians, business owners, dentists, HNW families, and 401-k plans to serve their specific needs with fiduciary advice & family wealth services that will sustain their Multi-Generational Family Wealth, Unity & Legacy. As a Multi-Family Office we provide our high net-worth 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, Business Succession, 401(k) plan or retirement plan management, and family office services. Our clients tell us the reasons they hire our firm is: 1) We are a Registered Investment Adviser (RIA) and NOT commissioned stockbrokers selling products 2) We are a fee based independent FIDUCIARY focused on creating sustainable family wealth 3) We utilize a team of professional CFA®, MBA’s, CPA, CAIA®, CFP®, and AWMA® to advise them 4) We implement our three dimensional Endowment Investment Philosophy® which is similar to what is used by most major universities, foundations and institutional investors 5) We focus first on protecting the family’s Multi-Generational human capital--the family members 6) We provide a Personal online Wealth Portal & secured Vault technologies to organize all their family wealth 7) We are a true Multi-Family Office owned by the employees & family clients 8) We are thought leaders among our peers, as exemplified by our proprietary Endowment Index® calculated by NASDAQ OMX® (symbol ENDOW). CALL TODAY (920)-785-6010 or email Rob@EndowmentWM.com for a FREE CONSULTATION & WHITE PAPER on Endowment Investment Philosophy®. Investments involve risk. Investments recommended by Endowment Wealth Management are not bank insured, not guaranteed, and may fluctuate in value. NOTE: Securities regulations do NOT ALLOW RIA Firms to utilize endorsements.

Address
American National Bank Bldg 2200 North Richmond St #200 in Appleton, WI 54911
Info
Year started: 1980

Reviews

Peer Endorsements

Best Answers

Robert Riedl, CPA, CFP, AWMA has not answered any questions.

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 65

Associations

CFP of Northeastern WI

Certifications

AWMA
CFP
CPA

Accomplishments

Background

Experience

Director of Wealth Management
Chief Financial Officer & Director Exchange Traded Fund Models
Director of Wealth Mgmt -Multi-Family Office & Fiduciary RIA

Education

Marquette University, Milwaukee, WI

Disclosure

Content provided on this site is provided for informational purposes only and should not be construed as personalized investment advice or an offer to sell securities. Investments involve risk. Investments recommended by Endowment Wealth Management are not bank insured, not guaranteed, and may fluctuate in value. Investors should consider their goals, risk tolerance and the costs of investing before making any investment. NOTE: Securities regulations do NOT ALLOW RIA Firms to utilize endorsements.