Will your advisor take the fiduciary oath?
The time is now.
Get a free review of your financial plan. We’re the right team for this time, open for business and ready to help.
Know The Difference™
- Support, insight, and direction from a team of knowledgeable, diverse, and experienced professionals
- Diverse expertise – investment insight, retirement planning, tax preparation and planning, and estate planning
- Secure access to your accounts and your financial plan
- Connect securely with your wealth manager and client service manager
- Comprehensive, custom-tailored wealth management services to each client
- Fiduciary commitment and fee-only compensation
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.
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.
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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