Sam Moore

Sam Moore, CFP® is a fee-only fiduciary Wealth Advisor within the Family Wealth Management division at Endowment Wealth Management, a registered investment adviser serving clients across the United States with a focus on Wisconsin. Sam provides comprehensive wealth management, retirement planning, investment management, tax-aware financial planning, and multi-generational wealth strategies for individuals, families, and business owners. As a fiduciary advisor, he is legally obligated to act in clients’ best interests at all times, offering objective financial guidance. In his role, Sam serves as a primary point of contact for prospective clients and leads the initial discovery and planning process. He works to understand each client’s family structure, financial goals, risk tolerance, tax considerations, and long-term legacy objectives. He then coordinates a fully integrated wealth management plan that aligns investments, retirement income strategies, tax planning, estate planning, insurance analysis, and cash flow planning. Sam functions as a centralized “Chief Financial Officer” for client households, coordinating with each client’s existing professional team including attorneys, certified public accountants (CPAs), and insurance professionals to align all aspects of the client’s financial life under a unified strategy. His planning approach emphasizes tax-efficient portfolio construction, retirement income distribution planning, asset allocation, and long-term capital preservation and growth, tailored to each client’s unique circumstances and goals. Sam earned his bachelor’s degree in Personal Finance from UW-Madison. He obtained his Certified Financial Planner™ (CFP®) designation in 2020.