262-786-6363 Client Center

Communication & Education

We reach out to clients and the community to engage, educate, and listen.

Estate & Legacy Planning

Often your legacy is best structured to achieve many important personal and financial goals and objectives.

Investment Management

Annex Wealth Management portfolios typically center around a blend of managed mutual funds, index funds, exchange traded funds and individual stocks.

Tax Reduction Planning

Navigating your taxes through retirement requires a thorough understanding of you, your goals, and distribution tax laws.

ERISA Fiduciary Consulting

Annex Wealth Management provides competent, unbiased guidance to professionals toiling in a demanding role. We’re not affiliated with any record keeper, third party administrator, or mutual fund company.

Financial & Retirement Planning

We’ll help determine how you want to reach your goals, and plan for obstacles that may arise.

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows on Radio 620 WTMJ and Newstalk 1130 WISN and making regular daily appearances on Newstalk 1150 WHBY. Click here for some of the topics you might have heard discussed on the radio

Don't Miss This Offer

Are you ready to explore a relationship with one of our experienced and knowledgeable advisors?
You can take advantage of our offer for a free portfolio review and retirement checkup.

Claim Your Free Retirement Checkup

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

This site has been published for residents of: AZ, FL, IA, IL, IN, KY, MN, TX, & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.