Endowment Wealth Management, Inc.- a Multi-Family Office

Endowment Wealth Management's mission is to provide professional wealth management services that will sustain Multi-Generational Family Wealth, Unity and Legacy. Our 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 3-D Endowment Investment Philosophy® similar to what is used by most major Universities, Foundations and Institutional Investors ➟We focus on protecting multi-generational human capital- family members NOTE: Likes are not endorsements. DISCLOSURES: Content posted on this site is limited to informational and educational purposes only and should not be construed as advice. Accordingly, content herein should not be construed by any consumer and/or prospective client as Endowment Wealth Management, Inc.'s ("EWM") solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. EWM is an SEC- registered investment adviser located in Appleton, Wisconsin. Registration does not imply skill or training. EWM and its representatives are in compliance with the current registration filing requirements imposed upon registered investment advisers. Third party posts found in this profile do not reflect the views of EWM and have not been reviewed for completeness or accuracy. Visit our website https://endowmentwm.com/disclosure-terms-conditions/ for more detailed disclosure statement with respect to content posted on this social media site.

RubinGoldman and Associates

RubinGoldman is a financial services firm specializing in business and estate planning, financial planning for individuals and asset management. Focusing on a consultative approach, the advisors of RubinGoldman and Associates seek to help clients find appropriate solutions to known and yet undiscovered challenges in their financial affairs. Utilizing an educational approach and bottom line conclusions, RGA empowers their clients for success. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of AXA Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.] AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC

Dupree and Co

Dupree and Co provide expert mortgage and insurance advice. Whether you're buying your first home, a second property, moving house or looking to remortgage, let us take care of you. We're a team of specialist mortgage advisers who can help you get a mortgage, no matter what stage of life you're at. Our team has over 25 years' experience working with housing developers. We can help you to buy your new home within new build timescales and with the best deals. No hassle. If you would like to find out more about any of our services please email or call us. Our email address is hello@dupreeanco.com. Our telephone number is 01453 852900. The office is open 9am to 5pm Monday to Friday and 10am to 6pm Saturday and Sunday. Your home may be repossessed if you do not keep up repayments on your mortgage. Most Buy-to-Let mortgages are not regulated by the Financial Conduct Authority. This firm does not charge a fee for mortgage advice. Dupree & Co is a trading name of Gerry Dupree and Company Limited who are an Appointed Representative of PRIMIS Mortgage Network, a trading name of Personal Touch Financial Services Ltd. Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Gerry Dupree & Company Ltd is registered in England at Unit 17 Springfield Business Centre, Brunel Way, Stroud Water Business Park, Stonehouse GL10 3SX.

Canadian Mortgage Brokers Association - Ontario

The Canadian Mortgage Brokers Association - Ontario (CMBA) is an organization of mortgage financing professionals. CMBA exists to advance the mortgage brokerage industry on behalf of its Members through public advocacy; to participate in consultative processes with regulators and other industry participants; and to assist its Members with their businesses. Members of the Association are required to meet professional standards as a condition of membership. CMBA Members represent more than 300 companies throughout Ontario. The Association's membership is comprised of individuals who work in various mortgage-related industries including mortgage brokers and agents, lenders, title insurers, appraisers, lawyers and real estate professionals. Members are continuously kept informed about the latest industry advancements, products, trends, regulatory matters, and related services. Members receive information either through communication pieces, professional development conferences, seminars, or other events. Consumers can comfortably rely upon CMBA's Members to provide them with superior levels of knowledge and experience when arranging mortgage financing.

Gerber Finance Inc.

Gerber Finance provides businesses with asset-based lines of credit for small-to medium-sized businesses with revenue of up to $100MM. We specialize in financing the growth of importers, distributors, manufacturers, and service providers across a wide range of industries, including Food & Beverage and Natural Organic Products. Our goal is your long-term success. We help you simultaneously increase your bottom line and build infrastructure to achieve enduring, profitable growth. At Gerber Finance, lending to business is clear, concise, and simple. No mystery, no grey areas – just black and white.