Blog Events Client Center Facebook YouTube (800) 236-1992 Ask Annex What We Do The Difference Our Team Get Started » Will your advisor take the fiduciary oath? The time is now. Get a free review of your financial plan. We’re the right team for this time, open for business and ready to help. Get Started Let’s do something good. Annex Wealth Management is once again the title sponsor for the annual Toy Drive to benefit Children’s Hospital of WI. This is one of our premier community events of the year and we need your help! Donate! Know The Difference™ EXPERIENCE FEE-ONLY FIDUCIARY WEALTH MANAGEMENT. REAL STORIES. REAL CLIENTS. “It’s peace of mind for myself and my family.” – DAN, CLIENT WATCH MORE Meet with us at any of our convenient locations or wherever you are with Annex Everywhere. Elm Grove Headquarters 12700 W. Bluemound Rd., Suite 200 Elm Grove, WI 53122 Pfister Branch Office 424 E. Wisconsin Ave., Suite 2 Milwaukee, WI 53202 Appleton Branch Office 2801 E. Enterprise Ave., Suite 101 Appleton, WI 54913 Lake Country Branch Office 2301 Sun Valley Drive, Suite 100 Delafield, WI 53018 Mequon Branch Office 12200 Corporate Parkway, Suite 800 Mequon, WI 53092 Madison Branch Office 8383 Greenway Boulevard, Suite 600 Middleton, Wisconsin, 53562 Naples Branch Office 4851 Tamiami Trail N., Suite 200 Naples, FL 34103 Libertyville Branch Office 1580 South Milwaukee Avenue, Suite 103 Libertyville, IL 60048 Annex Everywhere Serving the needs of our Clients 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. Investment Management 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. Insurance Assessment 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. Learn More 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. Featured Insights NASDAQ Hits Record High – But Inflation Likely Will Be Sticky ARTICLE The Offense & Defense Of Financial Planning ASK ANNEX What do you know about the new tax cut and how will it affect me? ANNEX RADIO What To Expect During A Free Portfolio Analysis 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. Meet The Team As Seen In As Heard On Sign Up For The Axiom® 7 Weekly Wealth Management Insights First Name Last Name Email Address Contact Us Annex Wealth Management 12700 W. Bluemound Rd. Suite 200 Elm Grove, WI 53122 Call: (262) 786-6363 Fax: (262) 792-8930 About Us View Annex Wealth Management’s Client Relationship Summary Who We Are What We Offer Our Team Annex Charitable Foundation Website Terms Of Use Digital Visitor Confidentiality Rules View Annex Wealth Management's Privacy Policy View Annex Wealth Management's Disclosure Brochure This site has been published for residents of: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NH, NV, NY, NC, OH, OR, 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.