Will your advisor take the fiduciary oath?
Unleash the power of what’s next.
If you’d like an honest opinion of where you are financially – and where you’re headed – get your Wealthmetric now.
Know the Difference™
Before you commit to a financial advisor, make sure you ask these questions about critically-important details. Get a direct answer, and get it in writing. Your hard work and savings deserve it.
Tax Guide 2022
Some critical changes have taken place in tax law since last year, including some popular tax breaks. Make sure you’re aware of what’s different for the 2022 tax year with Annex Wealth Management’s 2022 Year-End Tax Guide.
AWARDS & RECOGNITIONS
REAL STORIES. REAL CLIENTS.
“It’s peace of mind for myself and my family.”
– Dan, Client
Meet with us at any of our convenient locations or wherever you are with Annex Everywhere.
12700 W. Bluemound Rd., Suite 200
Elm Grove, WI 53122
424 E. Wisconsin Ave., Suite 2
Milwaukee, WI 53202
2801 E. Enterprise Ave., Suite 101
Appleton, WI 54913
2301 Sun Valley Drive, Suite 100
Delafield, WI 53018
12200 Corporate Parkway, Suite 800
Mequon, WI 53092
1200 John Q Hammons Drive, Suite 101
Madison, WI 53717
4851 Tamiami Trail N., Suite 200
Naples, FL 34103
1580 South Milwaukee Avenue, Suite 103
Libertyville, IL 60048
How We Work With You
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 team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities. We focus on balancing risks and protecting portfolio withdrawal needs for our clients in retirement.
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.
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
Managing a retirement plan that does what’s best for your employees isn’t just a positive goal – it’s what the government requires. We’ll help you fully understand and carry out what’s required.
Executive Financial Counseling Benefit For Business
Improve retention and morale by providing your executives access to tailored wealth management advice.
Devoted To Difference Makers.
The Annex Charitable Foundation provides financial support to existing charitable “difference makers.”
Putting Our Money Where Our ♥ Is
Annex directs profits from client insurance sales to the Annex Charitable Foundation.
Meet the Team
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using state-of-the art technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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