Let’s Get Started Opening Your Accounts

The first step in opening your accounts is to gather your personal information including a valid mailing address, email and phone number, your beneficiary names, relations and dates of birth, and general financial information (including annual income and household net worth).  This first step should take approximately 15 minutes.  From there we’ll prepare the paperwork and send to you for review and signatures. 

Contact Us

Annex Wealth Management
17950 W. Corporate Drive
Suite 300
Brookfield, WI 53045

Call: (262) 786-6363
Fax: (262) 792-8930

This site has been published for residents of: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA & 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.