ONE TEAM

The Annex Wealth Management team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

WEALTH MANAGER & CLIENT SERVICE MANAGER

Every client’s team relationship begins with a Wealth Manager and Client Service Manager, a tandem of professionals focused on nurturing and engagement.
Your Wealth Manager & Client Service Manager connect you to the rest of the team:

EXECUTIVE & ADMINISTRATIVE

FINANCIAL & RETIREMENT PLANNING

Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.

INVESTMENT MANAGEMENT

Our investment decisions are guided by our Investment Policy Committee, headed by our Chief Investment Officer. The committee meets regularly to discuss portfolio strategy, risks and opportunities, and investment selection.

INSURANCE ASSESSMENT

We’ll help evaluate insurance needs and the most efficient methods to address financial risks. Based on objective planning, we can help review your existing insurance policies. We’re also able to connect you with resources to fill insurance needs.

TAX PREPARATION & PLANNING

Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.

ESTATE & LEGACY PLANNING

One-size-fits-all estate plans don’t exist, at least not here. Annex Wealth Management learns your unique circumstances, and with the help of our estate planning attorney, guides you through the process.

FINANCIAL EDUCATION & DISCOVERY

Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.

401(k) PLANS FOR BUSINESS

Annex Wealth Management’s Retirement Plan Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary. We will work beside you to provide 401(k) investment guidance to your entire staff.

EXECUTIVE FINANCIAL COUNSELING BENEFIT FOR BUSINESSES

Improve retention and morale by providing your executives access to tailored wealth management advice.

DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.

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