![intro-phone-call-(1)g](https://annexwealth.com/wp-content/uploads/2021/03/intro-phone-call-1g.png)
Get To
Know Us
Introductory
Phone Call
Usually about 30 minutes
![](https://annexwealth.com/wp-content/uploads/2021/04/icon_video.png)
Let’s Meet – Securely Online
Ask questions. Learn how we’ll work with you and your company.
Usually 60 minutes
![](https://annexwealth.com/wp-content/uploads/2021/04/icon_hand-shake.png)
Let’s Meet – In The Office
Ask questions. Learn how we’ll work with you and your financial goals.
Take as long as you need, up to 90 minutes
$0
To Get Started
Free Portfolio Review
8+
Financial Services
Unlimited Knowledge
![woman-with-coffee-rev](https://annexwealth.com/wp-content/uploads/2023/04/woman-with-coffee-rev-1.png)
![intro-phone-call-(1)g](https://annexwealth.com/wp-content/uploads/2021/03/intro-phone-call-1g.png)
Get To
Know Us
Introductory
Phone Call
Usually about 30 minutes
![](https://annexwealth.com/wp-content/uploads/2021/04/icon_video.png)
Let’s Meet – Securely Online
Ask questions. Learn how we’ll work with you and your company.
Usually 60 minutes
![](https://annexwealth.com/wp-content/uploads/2021/04/icon_hand-shake.png)
Let’s Meet – In The Office
Ask questions. Learn how we’ll work with you and your financial goals.
Take as long as you need, up to 90 minutes
![REV-asset-allocation-for-wealth-metric](https://annexwealth.com/wp-content/uploads/2023/04/REV-asset-allocation-for-wealth-metric.png)
8+
Financial Services
Unlimited Knowledge
$0
To Get Started
Free Portfolio Review
Contact Us
Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122
Call: (262) 786-6363
Fax: (262) 792-8930
About Us
This site has been published for residents of: AZ, CA, CO, FL, IL, KY, MI, MN, MO, NC, NH, NY, OH, 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.
![](/wp-content/uploads/2017/08/annex-a-new-white.png)