262-786-6363 Client Center

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

About Us

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, 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 them. Some might use the term “All-Star Team.”  Our wealth management team of over fifty professionals includes 8 Certified Financial Planners (CFP®), two seasoned Chartered Financial Analysts (CFA) who were former institutional mutual funds managers, Chartered Retirement Plans Specialists (CRPS®), a Certified Investment Management Analyst (CIMA®), and an estate planning attorney who used to audit estate returns for the IRS.

Get Started!

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.