A plan for today, tomorrow and generations to come

Endeavor-Wealth-Consultants

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing Your Goals Together


Our mission at Endeavor Wealth Consultants is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
 

  • wade kornblith

    Wade Kornblith

    Senior Vice President–Wealth Management

    Financial Advisor

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    Robert Tannenbaum

    Vice President–Wealth Management

    Financial Advisor

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  • daniel zucker

    Daniel Zucker

    Vice President–Wealth Management

    Financial Advisor

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    Aishka Lugo

    Vice President–Wealth Management

    Senior Wealth Strategy Associate

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  • jamie camacho

    Jamie Camacho

    Client Service Associate

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The proof is in our numbers

53

Collective years of experience

As of 01/01/2022

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Business transition and succession planning

Business transition and succession planning

Retirement planning

Retirement planning

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Investment management

Insights

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

150 years

offering financial advice