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.
How We’re Different
We’re a fiduciary all the time.
As a true fee-only fiduciary, we’re required to act in your best interest all the time. Sadly, not every financial professional who uses the term “fiduciary” can say that.
We’re a fee-only advisor all the time.
Fee-only advisors minimize conflicts of interest. They don’t accept compensation based on product sales, or sell proprietary investments, or accept payments to put certain funds in your accounts, and they generally provide more comprehensive advice.
Fee-based advisers may charge both fees and commissions based on the products they sell. Because fee-based or commission-based advisers generally don’t have a “duty to disclose” their method of compensation, it can confuse clients who may not fully understand when their fee-based advisers are working for commissions.
There is an inherent “moral hazard” with commission-based advisers. A “moral hazard” is a situation where a party has a tendency toward being more willing to take a risk, knowing that the potential costs or burdens of taking such risk will be borne, in whole or in part, by others.
We offer comprehensive wealth management.
Annex understands how important investment is to your plan – but we also know that comprehensive planning considers a wider landscape, including retirement planning, tax planning, estate planning, as well as investment management.
We communicate with our clients every week.
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What We Offer
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.
Investment Management
Our investment team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities.
Insurance Assessment
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.
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Tax Preparation & Planning
We 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.
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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.
Will Your Advisor Take The Fiduciary Oath?
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VIEW OATH
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.
Elm Grove
Headquarters
12700 W. Bluemound Rd., Suite 200
Elm Grove, WI 53122
Pfister
Branch Office
424 E. Wisconsin Ave., Suite 2
Milwaukee, WI 53202
Appleton
Branch Office
2801 E. Enterprise Ave., Suite 101
Appleton, WI 54913
Lake Country
Branch Office
2301 Sun Valley Drive, Suite 100
Delafield, WI 53018
Mequon
Branch Office
12200 Corporate Parkway, Suite 800
Mequon, WI 53092
Madison
Branch Office
8383 Greenway Boulevard, Suite 600
Middleton, Wisconsin, 53562
Naples
Branch Office
4851 Tamiami Trail N., Suite 200
Naples, FL 34103
Libertyville
Branch Office
1580 South Milwaukee Avenue, Suite 103
Libertyville, IL 60048
Annex Everywhere
Serving the needs of our Clients
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.
Featured Insights
August Markets Positive While Fed Likely Delays Tapering
ARTICLE
The Offense & Defense Of Financial Planning
ASK ANNEX
What do you know about the new tax cut and how will it affect me?
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What To Expect During A Free Portfolio Analysis
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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