Services

At Endeavor Wealth Management, we go beyond filling your financial buckets with the appropriate investments. You’ll benefit from our comprehensive approach to integrating your entire financial life through our broader wealth management services.

Cash Flow and Budgeting

We often serve as a chief financial officer for our clients to help track spending and saving to keep your financial plan on track. We’ll monitor and recommend adjustments as needed in the various stages of your financial life.

Tax Considerations

We continually keep an eye on the tax implications of investments and income. It’s important for us to coordinate with your tax professional to ensure we’re working in sync for you.

Estate Planning

We’ll review your existing documents or help you find an estate attorney to create or update documents. We work closely with your estate professional to make sure your financial life and estate documents are aligned to carry out your wishes.

Charitable Giving

Whether you give as the need arises or you want to have a more planned approach, we can determine charitable giving strategies to help you support the causes that inspire you.

We serve as fiduciaries, committed to doing what's in the best interest of our clients and providing customized advice with integrity. We work with individuals and families to help them plan for their ideal future. Not only do we provide independent financial guidance, but also a commitment to transparency, confidentiality and accuracy.

Overall Plan

The Retirement Plan and Income Plan are the foundation of each client relationship. They help define where we are going, how we are going to get there, keep us on the right road and what milestones are important along the way.

It is important to identify a client's resources and then construct a plan to decide what resources are going to perform what function in the overall plan. Functions include income, growth, preservation, volatility dampening, diversification. It is critical we have different assets performing different functions to enable a client's assets to last as long as they do.

Women's Choice Award for Financial Advisors

Bret Sinak is proud to have received the Women’s Choice Award® for Financial Advisors for 2019-2020. The Women’s Choice Award^® was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele.

The award is based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices. Women’s Choice Award^® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S.

This recognition demonstrates our commitment to all our clients but allows us to further highlight our commitment to the women investors and to our profession – symbolizing the integrity, knowledge and service excellence we strive to deliver to every client.

The Women’s Choice Award^® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Serving Our Clients