Annex Wealth Management has been named a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media.

The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial growth and dedication to good business practices.  The winners were selected by an independent panel of judges based upon criteria that included financial growth, employee growth, customer focus, employee relations and community service.

The Top 10 award is just the latest accolade the firm has garnered. Annex Wealth Management has grown 50 percent each year for the past three years and has tripled the number of employees working at the firm for the same time period.  The company opened its second office location in Mequon, Wis. in 2013 and plans to open a Lake Country office location in Delafield July 1, 2015.

There is a significant difference between financial advisors. Know The Difference™

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About Us

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. Our commitment to a fiduciary standard of care means we’re held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.

What You Get

You’ll receive personal care and comprehensive wealth management – including estate planning, tax planning, and retirement planning – from our elite team of experienced professionals. You get a financial plan from a firm committed to fiduciary care, not a list of proprietary products to buy.

The Team

Everyone in the financial industry throws around the term “team,” but one of the true differences here at Annex Wealth Management is what team means to our clients. Our wealth management team of over fifty professionals includes 8 Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), a Chartered Retirement Plans Specialist (CRPS®), a Certified Investment Management Analyst (CIMA®), and other investment professionals with decades of experience.


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, NH, 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.

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