Wealth Advisor

Austin Grandinetti is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Austin meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.

Before joining Annex Wealth Management, Austin worked for a multinational investment and financial services firm as an Associate Private Banker, where he specialized in providing customized solutions to their wealth management clients. Prior to that, he spent his entire career with another large wealth management firm as both a Client Specialist and a Financial Advisor Foundations Program Associate, a highly competitive rotational program dedicated to developing the next generation of wealth managers.

Austin is a CERTIFIED FINANCIAL PLANNER™ professional who obtained his bachelor’s degree from the University of Wisconsin-Madison where he studied personal finance with a concentration in financial planning. He has also passed the SIE, Series 7, and Series 66 examinations.

Austin and his wife Maddie are proud Wisconsin natives who currently reside in downtown Milwaukee. In his free time, Austin enjoys traveling, playing golf, listening to live music, and cooking for his friends and family.