Abacoa & Alton Neighbors - December 2025

D E C E M B E R 2 0 2 5 | A B A C O A & A LT O N N E I G H B O R S 9 From there, Wilmes was recruited by a Fortune 100 company to help launch its new life insurance company. “I was brought in to run the advanced planning team for New England,” Jeremy said. “They needed six people nationwide, and my background in premium finance and estate planning in Hawaii put me on their radar.” His career continued to evolve through leadership roles, including running a network of 2,000 advisors managing $4 billion in revenue across five states. But after years in corporate America, Wilmes knew he wanted something different. “When they sold the life company in 2019, they laid off 5,300 people,” Jeremy said. “That’s when I decided to sharpen my knives, finish my MBA and CFP, and get back into the field. I wanted to build something that reflected what I believed in.” And he did just that with Endeavour Wealth Management, both a company and a name that reflect his life philosophy. “The name came from my MBA senior project,” he explained. “I’m an avid diver and salvager. I helped identify Captain Cook’s Endeavour in Newport, Rhode Island. Everything connects — my Grandfather passed while we were moving here, and I inherited a coin from one of the 1715 shipwrecks. It felt like a sign.” Jeremy describes Endeavour as a “boutique financial planning firm” focused on personalized service. “We don’t use cookie-cutter portfolios,” Wilmes said. “A lot of firms want 500 clients. We work with fewer than 100, so we can deliver truly personalized service.” The firm’s focus is on complex financial planning, such as multi- generational estates, tax structures, and family trusts. “We handle complex taxation, complex family issues, complex asset holdings — that’s our wheelhouse,” Wilmes added. “We think outside the box to get people where they want to go.” For him, relationships are everything. “It’s a relationship business,” he said. “Most of my clients are here in Palm Beach County, but I’ve still got clients from Hawaii. They’re like family. It’s about trust and service. If we can maintain that, location doesn’t matter.”’ The business itself, he added, is anchored in three core values: do the right thing, bring the right people, and know your limitations. “For me, it’s always about doing the right thing every time,” Jeremy explained. “I’ve had people pitch products that might make more money for us, but if there’s a better option for the client, that’s what we