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IN THE NEWS
CNBC: A.I. Tools Will Change The Course Of Human History & ‘Profits Will Follow’
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Annex Wealth Management’s Chief Economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join ‘The Exchange’ to discuss the speed, adoption and breath of A.I., opportunities for investors to buy A.I. stocks, and the timeline for A.I. transformation.
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As a subject matter expert, Brian Jacobsen, Chief Economist at Annex Wealth Management (seen from 2:02 to 3:18) is often interviewed with individuals not affiliated with the firm. Annex Wealth Management does not have control over the content or opinions expressed by these unaffiliated parties.
Annex Wealth Management, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management® (“Annex”). The information provided should not be relied upon by the viewer as legal or tax advice, or research or investment advice regarding any investment, nor should it be construed as a solicitation or recommendation to purchase or sell any stock, bond, or other security. This site contains excerpts from Annex’s live, unscripted and extemporaneous broadcasts. Considerable efforts are made to provide a balanced presentation and a sound basis for evaluating the content, however, live broadcasts don’t always lend themselves to a full and fair discussion of all the material facts and investor may want to consider before investing. All items on this site have been previewed by a qualified supervisor at Annex to avoid unqualified, promissory, exaggerated, unwarranted, or misleading statements or claims, including promises of specific future returns or projections of investment performance.
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AWARDS & RECOGNITIONS
REAL STORIES. REAL CLIENTS.
“It’s peace of mind for myself and my family.”
– Dan, Client
Meet with us at any of our convenient locations or wherever you are with Annex Everywhere.
12700 W. Bluemound Rd., Suite 200
Elm Grove, WI 53122
424 E. Wisconsin Ave., Suite 2
Milwaukee, WI 53202
2801 E. Enterprise Ave., Suite 101
Appleton, WI 54913
2301 Sun Valley Drive, Suite 100
Delafield, WI 53018
12200 Corporate Parkway, Suite 800
Mequon, WI 53092
1200 John Q Hammons Drive, Suite 101
Madison, WI 53717
4851 Tamiami Trail N., Suite 200
Naples, FL 34103
1580 South Milwaukee Avenue, Suite 103
Libertyville, IL 60048
Serving the needs of our Clients
How We Work With You
Financial & Retirement Planning
Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.
Our investment team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities. We focus on balancing risks and protecting portfolio withdrawal needs for our clients in retirement.
We’ll help evaluate insurance needs and the most efficient methods to address financial risks. Based on objective planning, we can help review your existing insurance policies.
Tax Preparation & Planning
Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.
Estate & Legacy Planning
One-size-fits-all estate plans don’t exist, at least not here. Annex Wealth Management learns your unique circumstances, and with the help of our estate planning attorney, guides you through the process.
Financial Education & Discovery
Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.
401(k) Plans For Business
Managing a retirement plan that does what’s best for your employees isn’t just a positive goal – it’s what the government requires. We’ll help you fully understand and carry out what’s required.
Executive Financial Counseling Benefit For Business
Improve retention and morale by providing your executives access to tailored wealth management advice.
Devoted To Difference Makers.
The Annex Charitable Foundation provides financial support to existing charitable “difference makers.”
Putting Our Money Where Our ♥ Is
Annex directs profits from client insurance sales to the Annex Charitable Foundation.
Meet the Team
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using state-of-the art technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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