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.
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. We are proactive in serving the needs of our clients and work to earn and keep your trust. Annex advisors work in a team environment, so our clients benefit from our collective financial planning and investing knowledge and experience.
ADV II Disclosure Brochure
The Investment Adviser's Act of 1940 requires Registered Investment Advisors to provide a written disclosure statement (the “Brochure”) to clients and prospective clients including information regarding the Advisor's qualifications and business practices that should be considered before becoming a client of Annex or one of its Programs.
To view Annex Wealth Management’s ADV II brochure, click the icon below.
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.
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