Who We Are
Annex Wealth Management is a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.
verb
an·nex /ˈaˌneks/
to add or incorporate to something that already exists.
In its early days, Annex Wealth Management intended to partner with others to provide comprehensive wealth management. Soon, we realized breadth and depth of our service offering should be offered on its own. Today, you can consider “annexing” your existing plan with our in-house team of planners, attorneys, and investment specialists.
Wealth Management Planning
Annex Wealth Management delivers comprehensive wealth management planning across five key areas
Financial & Retirement Planning
Investment Management
Tax Planning
Estate Planning
Risk Management & Insurance Planning
Our Core Principles
Fee-Only Fiduciary
We charge clients for our services through transparent fees. We don’t earn commissions.
Holistic Team
Our entire team – including those in our planning, investment, and client service teams – works together to address the breadth of your unique wealth planning needs.
Commitment to Education
For decades, we’ve demonstrated our passion for informing and educating people to better understand their financial journey.
Client-Centric
We’re regularly considering what’s best for our clients. A Client-Centric firm is different from a Product-Centric firm, which tends to be concerned about the successful sales and maintenance of products.
Culture of Service
We’ve empowered our team to engage, innovate, and celebrate our achievements in service.
Our Guiding Values
Knowledge | Accountability | Ownership | Integrity | Courage | Respect
Our Team
The Annex Wealth Management interdisciplinary in-house team works beside you to deliver customized planning you need.
Annex currently has branch offices in
Appleton
Wisconsin
Call: 920-903-9800
2801 E. Enterprise Ave.
Suite 101
Appleton, WI 54913
Brookfield
Wisconsin
Call: 262-786-6363
Fax: 262-792-8930
17950 W Corporate Drive
Suite 300
Brookfield, WI 53045
Delafield
Wisconsin
Call: 262-646-6363
Fax: 262-439-5424
2301 Sun Valley Drive
Suite 100
Delafield, WI 53018
Libertyville
Illinois
Call: 847-367-7600
Fax: 847-367-7615
1580 South Milwaukee Avenue
Suite 103
Libertyville, IL 60048
Madison
Wisconsin
Call: 608-410-7000
1200 John Q Hammons Drive
Suite 101
Madison, WI 53717
Mequon
Wisconsin
Call: 262-236-9400
Fax: 262-643-4710
12200 Corporate Parkway
Suite 800
Mequon, WI 53092
Milwaukee
Wisconsin
Call: 414-395-6000
424 E. Wisconsin Ave.
Suite 2
Milwaukee, WI 53202
Naples
Florida
Call: 239-350-6363
4901 Tamiami Trail North
Naples, FL 34103
Whitefish Bay
Wisconsin
Call: 414-727-8181
Fax: 262-792-8930
633 E Henry Clay St
Whitefish Bay, WI 53217
Rather meet virtually? Annex Everywhere lets you experience Annex via a secure virtual meeting.
Inception
Becomes an RIA
Starts hosting “The Investment Show” on WISN
Starts using Schwab as a custodian
Starts using TD Ameritrade as a custodian
Starts using Fidelity as a custodian
Starts hosting “Money Talk” on WTMJ
Chief Investment Officer Hired; Annex Investment Team Formed
Financial Planning Team Created
Elm Grove HQ
Mequon Branch Opens
Annex Begins Offering 401(k) Services
Joined TD Ameritrade AdvisorDirect referral program
Annex Team Welcomes A Dedicated Estate Planning Attorney
Appleton Branch Opens
Annex Passes $1B In Assets Under Management
Annex Officially Creates “Savvy;” rebranded “Annex Ignite” in 2019
Annex Tax Services
Team Welcomes A Dedicated Tax Planner
Annex Passes $2B Assets Under Management
Virtual Branch “Annex Everywhere” opens
Madison Branch Opens
Annex Charitable Foundation Created
Naples Branch Opens
Annex Passes $3B Assets Under Management
Annex Passes $4B Assets Under Management
Joins Schwab Adviser Network referral program
Annex Passes $5B Assets Under Management
Annex Private Client Officially Created
Annex Passes $6B Assets Under Management
New HQ
Annex Reaches $8B Assets Under Management
Whitefish Bay Branch Opens
Sign Up For The Axiom®