FEATURED: Three Things You’ll Have To Re-evaluate In Retirement Planning

“We’re all at different stages with our retirement planning. Some have a plan written out that they refer to, and others adhere to guidelines they’ve stored away…” READ MORE

ICYMI: In Case You Missed It – Annex TV

Is My Advisor A Fiduciary?

Annex Wealth Management, a Registered Investment Advisor, wants you to ask questions.
Research your advisor and your options.


Back To School By The Numbers

Getting ready for the school year isn’t what it used to be. Experts today expect back-to-school shopping to represent the second largest retail shopping season of the year. It’s an expensive season for parents with average back-to-school spending per household set to each $674. Nationwide, total back-to-school spending will hit $27.3 billion, according to the National Retail Federation.

 Source: https://www.statista.com/chart/5668/back-to-school-by-the-numbers/


Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

What Is Financial Elder Abuse?

Annex Wealth Management’s Director of Estate Planning Rich Behrendt, J.D. defines and describes financial elder abuse, and why it’s a problem we all have to be aware of.

Identity Theft & How You Can Help Raise Awareness

Annex Wealth Management’s Director of Wealth Management Mark Beck and Annex Wealth Management’s Director of Estate Planning discuss how to identify and thwart Identity Theft.

There’s a significant difference between

financial advisors. Know The Difference™

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Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122