Realize the potential of your wealth today and for years to come.

Our dedicated team of experts will partner with you to create a holistic plan centered around your goals of personal wealth management, legacy, and philanthropy. Your situation is unique. Your solution should be, as well. We create customized solutions to meet your unique needs.

The community we serve

Annex Private Client focuses on the unique needs of Affluent Families, Trailblazers, Current and Former Physicians, Multi-Generational Family Business Owners, and Executives.

Our services focus exclusively on working with families and individuals to address the complex, multidimensional challenges of managing substantial wealth. Typically, Annex Private Client works with those who have $5 million of investable assets or at least $10 million of net worth.

Dedicated Strategy Team

Brandon Lehman, CFP®, AIF®

Director of Annex Private Client

Todd Voit, PhD

Chief Investment Strategist

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Chief Economist

Amy Kiiskila, JD, CFP®, CPA, CLU®

Director of Wealth Strategy

Mark Strey, CFP®, EA

Senior Wealth Strategist

Liam McKinney

Associate Wealth Strategist

Strategies To Meet Your Needs

Investment Services

  • Options Overlay
  • Public/Private Investments
  • Concentrated Position Solutions
  • Tax Optimization Strategies
  • Individual Stock Strategies
  • Active/Passive Strategies
  • Individual Fixed Income and Municipal Bond Strategies

Tax Planning

  • Roth Conversion Analysis
  • State Tax Comparisons
  • Charitable Giving Strategies
  • Tax Bracket Optimization
  • C-Suite Compensation Plans
  • Property Transactions
  • Domicile Changes

Estate Strategies

  •  Estate Document Review and Advice
  •  Estate Tax Minimization
  • Wealth Transfer Strategies
  •  Philanthropy & Giving
  • Irrevocable Life Insurance Trusts
  •  Estate Administration Planning & Advice

Risk Management Consulting

  • Income Replacement
  • Long-Term Care
  • Supplemental Retirement Income
  • Hybrid Policies
  • Existing Policy Review and Maximization
  • Liquidity Planning for Estate Tax, Estate Equalization, and Business Succession

Tax Preparation*

  • Individual Tax Preparation
  • Simple and Complex Trusts
  • Business Entity Taxes
  • Annual Tax Compliance and Planning
  • 5500-EZ
  • Gift Tax Returns

*Tax preparation services offered through Annex Tax Services, LLC, a wholly owned subsidiary of Annex Wealth Management, LLC.

Business Strategies

  • Key Person
  • Succession Planning (Buy-Sell)
  • Retention and Reward Designs
  • Executive Bonus
  • Estate Equalization