While you jump around, we’ll build you a comprehensive financial plan that doesn’t.

Annex Wealth Management is a Proud Partner of Wisconsin Athletics.

The expert team at Annex Wealth Management. Fiduciary strategies for you, your business, or your non-profit.


Does your financial plan
  • Consider your holdings in light of proposed changes in federal tax law?
  • Calculate the impact of proposed federal tax increases on your retirement?
  • Optimize changes in tax law through retirement?

Navigating financial planning and tax strategies amid increases in federal taxes doesn’t have to be as challenging as breaking a full court press. Let the Annex Tax Planning team help you understand where you are and where we think you’re headed.