WEALTH MANAGER & CLIENT SERVICE MANAGER
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.
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.
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.
EXECUTIVE & ADMINISTRATIVE
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