Legacy Training Education Participant

Robert Riedl, CPA, CFP, AWMA

Endowment Wealth Management
W6272 Communication Court
APPLETON, WI 54914
920-785-6010
rob@endowmentwm.com
endowmentwm.com
Endowment Wealth Management, Inc. is an SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary" advice to our clients.

Rob is the President of the firm and directs the Family Wealth Management services. He is the first point of contact for most prospective clients, conducting introductory meetings with clients to discuss their family dynamics and wealth management needs. Rob 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.

Please visit www.EndowmentWM.com to learn about our 3-D Endowment Investment Philosophy ®.

Education Completed

2024

2023

Farm Planning
Planning for VA Benefits
Business Planning
Long Term Care Planning

2022

Estate Planning
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.