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

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

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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.

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

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Investment strategies consistent with your mission and long-term goals.

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Fee-only fiduciary advice and comprehensive strategies.

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Comprehensive, in-house specialized care.

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Serving clients in Wisconsin, Illinois, and Florida.

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Annex’s perspective on the latest national financial headlines.

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

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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.

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