About Annex Wealth Management ®

Choosing a financial partner is about integrity, expertise, and service.

Annex Wealth Management® is an independent firm founded with the goal of serving the financial planning and investing needs of individuals, families, and businesses.  We combine independence, expertise, value and service to provide wealth management services focused on helping our clients plan for and meet their financial goals.  We believe that integrity, customer service and hard work are the foundations for everything we do.

 

  • We have earned a reputation for excellence by offering independent and objective advice coupled with outstanding client service.
  • We stand by our commitment to invest responsibly and deliver client-oriented solutions, and because we work for you, we keep one eye on costs and the other on results.
  • We put your best interests first, and work for you in a Fiduciary capacity, on a fee basis.
  • When we manage your portfolio, we safeguard your interests by using an independent, third-party custodian such as TD Ameritrade or Charles Schwab.

 

Learn more about our committment to ethics and integirty.

 

The Advisors at Annex are an experienced team of professionals who stand by our commitment to invest responsibly and deliver client-oriented solutions.  Every advisor values the personal relationships we have with our clients.  They are proactive in serving the needs of the client and work to earn and keep their trust.  Annex advisors work in a team environment, so our clients benefit from our collective financial planning and investing knowledge and experience.

18650 West Corporate Drive Suite 300 Brookfield, WI 53045    Tel: 262-786-6363 Fax: 262-792-8930

Securities offered through H. Beck Inc.  Member FINRA/SIPC.
Annex Wealth Management ® and H. Beck Inc. are separate and unrelated companies.

This site has been published for residents of: AZ, CA, CO, FL, IL, IN, MN and 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.