Legacy Training Education Participant

John Weninger, CFP®

Endowment Wealth Management
W6272 Communication Drive
Appleton, WI 54914
920-579-0674
Endowment Wealth Management, Inc. is a SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary" advice to our clients.

John is a Senior Wealth Advisor at Endowment Wealth Management. He is the first point of contact for prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

Education Completed

2023

Estate Planning

2022

Business & Farm Planning
Estate Planning
Estate Settlement
Long Term Care Planning
Special Needs Planning
Taxes & Funding

Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.