Does your advisor make it easy to meet?
We get it. You, your advisor, and the long drive for a meeting before, during, or after work. Sounds fun, right? Weaving through traffic, finding a parking spot, jamming into an elevator and sitting in a lobby waiting. And waiting.
That’s not easy.
With five convenient locations, meeting with the team at Annex Wealth Management is a piece of cake. Our main headquarters are easy-to-find and convenient to the western edge of Milwaukee including Waukesha County, home of hundreds of businesses and thousands of homes. It’s where we started but that’s not where it ends.
What if meeting with your advisor team didn’t require driving anywhere? That’s the beauty of Annex Everywhere. Equipped with a reliable high-speed connection, we can quickly and easily meet via Skype for Business where screensharing might even be better than sitting across a desk from each other.
Need to submit paperwork or statements? No problem when you use our secure, encrypted DocuSign. Once in place, the Annex Wealth Management client dashboard Envestnet allows quick and easy access to your accounts from the comfort of wherever you’d like to be. If that includes a home in Florida in the middle of January when the snow is flying by our windows here, so be it.
For a long time, clients asked for elite wealth management closer to home. With that in mind, we’re now in 5 locations. Our newest is inside the historic Pfister Hotel in downtown Milwaukee where an explosion of exciting growth is taking place. Downtown based clients can easily walk to our location while others enjoy using Annex-provided valet parking.
Our other locations include Lake Country in Delafield, Milwaukee’s North shore in Mequon, and a vibrant and growing office in Appleton.
Does your advisor make it easy to meet? Annex does. It is our pleasure to serve our clients with elite wealth management either at our physical locations or via Annex Everywhere.
Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & 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.