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.


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.