262-786-6363 Client Center

About Us

Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin.

Independence

Annex Wealth Management® has set itself apart from many other investment advisory firms through its commitment to independence and providing unbiased advice.

The firm is privately-held, so its ownership structure is not obligated to a parent company such as a bank, insurance, or trust company where conflict of interest might be created. Likewise, Annex does not create any proprietary or “in-house” products to promote one investment vehicle over another.

In this regard, our team is able to remain objective in developing investment strategies and selecting investment vehicles focused on helping you achieve your goals.

 

What We Do

At Annex Wealth Management, we’ve assembled a team of specialists and a service model with you at the center.

  • We employ leading-edge technology and our experienced Financial Planning Team to provide you with a financial plan that reflects your values, your vision and your goals.
  • Your portfolio will be handled by Chartered Financial Analysts® boasting years of experience in investing institutional funds.
  • Create an estate plan with your family and legacy in mind, relying on expert counsel of our Estate Planning attorney, who served as an adjunct Professor of Law for the University of Wisconsin.

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.