Events
Insights
Ask Annex
Clients

Who We Help
Who We Are
News & Resources

Individuals & Families

Annex Private Client →
Legacy and philanthropy planning for families with $5M+ investable assets or $10M+ net worth.

Annex Comprehensive Wealth →
Customized planning for those with $500k–$5M in investable assets facing growing complexity.

Annex Ignite →
Holistic, fiduciary management for those early in their journey with less complex circumstances.

Businesses & Non-Profits

401(k) Services →
Comprehensive care for those serving in the challenging role of ERISA fiduciary.

Annex Executive →
Helping executives align compensation and benefits with their personal financial plans.

Foundations & Endowments →
Investment strategies consistent with your mission and long-term goals.

Resources

New to Annex? →
Learn about our fee-only fiduciary approach.

Find an office →
Locate an Annex branch near you in WI, IL, or FL.

Talk to us →
Schedule a brief introductory call with our team.

Our Story

Who We Are →
Fee-only fiduciary advice and comprehensive strategies.

Our Team →
Meet the experts guiding your financial journey.

Expertise

View All Services →
Comprehensive, in-house specialized care.

Financial & Retirement Planning ›
Investment Management ›
Tax Planning ›
Estate Planning ›
Risk Management & Insurance ›
401(k) Plan Services ›
Divorce Financial Consultation ›

Locations

View All Offices →
Serving clients in Wisconsin, Illinois, and Florida.

Wisconsin
Appleton • Brookfield • Lake Country
Madison • Mequon • Milwaukee
Whitefish Bay
Illinois
Libertyville
Florida
Naples

Education

Learning Center →
Educational videos, articles, and financial tools to stay informed.

Testimonials →
Real stories from families and businesses partnering with Annex.

Media

Radio & Podcasts →
Listen to our weekly insights on retirement and the economy.

In The News →
Annex’s perspective on the latest national financial headlines.

Community

Women & Wealth →
Empowering women to take control of their financial futures.

Who We Help
Who We Are
News & Resources



M

Who We Help

Individuals & Families
Businesses & Non-Profits

Who We Are

Who We Are
Services
Our Team
Locations

News & Resources

In The News
Testimonials
Radio & Podcasts
Women & Wealth
Learning Center

Events
Insights
Clients

The Thursday 3

by Annex Team | Feb 14, 2019 | 401(k)

Oops! We could not locate your form.

Search

Recent Posts

Axiom | Vol 528
Axiom | Vol 528
Macro & Market Musings | 8/14/26
1941-1965: How the Middle Class Was Built
Macro & Market Musings | 8/7/26

Recent Comments

Steve Brocker on Macro & Market Musings | 7/2/2026
Ronald W Schneider on Macro & Market Musings | 6/26/26

Unleash the Power of What’s Next

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 leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

Who We Help
Individuals & Families
Businesses & Non-Profits

Who We Are
Services
Our Team
Locations

News & Resources
In The News
Testimonials
Radio & Podcasts
Women & Wealth
Learning Center

About Us

View Annex Wealth Management’s Client Relationship Summary

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

Get The Axiom – Weekly Insights From Annex

Name

First Last

Email

This site has been published for residents of: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI & WY 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.

×

Align your vision with a plan. Start your complimentary consultation.