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Grant Beck, CIMA®
Associate Wealth Manager
Grant Beck is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Grant assists with all service-related needs of Annex Wealth Management.
Grant comes to Annex with over 10 years of experience in the financial industry. Throughout his career, Grant has held roles including Research Analyst, Support Advisor, and Wealth Management Associate at firms of varying sizes helping clients navigate financial planning, investment research, and portfolio management. This diverse experience has given him a well-rounded perspective on investment management and client service, as well as a strong appreciation for collaboration and long-term relationships.
He holds the Certified Investment Management Analyst (CIMA®) designation through the Yale School of Management and earned degrees in Economics and Political Science from the University of Wisconsin – Parkside. His background combines analytical rigor with a client-focused approach, allowing him to deliver thoughtful, well-researched strategies tailored to individual goals. Grant has also passed the Uniform Investment Advisor Law (Series 65) exam.
Grant lives in southeastern Wisconsin with his wife, Amanda, and their puppy, Miller. Outside of work, he enjoys traveling, hiking, golfing, skiing, and spending time with friends and family.
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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 leading-edge 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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