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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

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Learn about our fee-only fiduciary approach.

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

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Schedule a brief introductory call with our team.

Our Story

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Fee-only fiduciary advice and comprehensive strategies.

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Meet the experts guiding your financial journey.

Expertise

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Comprehensive, in-house specialized care.

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Locations

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Serving clients in Wisconsin, Illinois, and Florida.

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

Education

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Educational videos, articles, and financial tools to stay informed.

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

Media

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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.

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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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