Times Like These Call For A Team Like Ours.

Annex Wealth Management is a Proud Partner of Wisconsin Athletics.

Turn to the expert team at Annex Wealth Management for an assist with what changes you are considering to your financial game plan.

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Does your financial plan
  • Consider your holdings in light of proposed changes in federal tax law?
  • Calculate the impact of proposed federal tax increases on your retirement?
  • Optimize changes in tax law through retirement?

Navigating financial planning and tax strategies amid increases in federal taxes doesn’t have to be as challenging as breaking a full court press. Let the Annex Tax Planning team help you understand where you are and where we think you’re headed.