Annex Wealth Management

Annex Wealth Management is a fee-only fiduciary wealth management firm offering financial and retirement planning, investment management, tax planning, estate planning, risk management and insurance, 401(k) plan services for employers, and divorce financial consultation. Its planning is built around individuals, families, businesses, non-profits and foundations, with separate programs for clients at different asset levels.

New clients can start with a brief introductory call with the team or a complimentary consultation. The firm has offices in Brookfield, Appleton, Lake Country, Madison, Mequon, Milwaukee and Whitefish Bay in Wisconsin, plus Libertyville, Illinois and Naples, Florida. Its Brookfield office is at Corporate Drive, and it serves clients in several Midwestern and other states.