Comprehensive, Fee-Based Services

 

Envisioning and achieving your goals through sound decision making and the avoidance of setbacks.

 

A coordinated and thoughtful approach to financial decision making can help you build a solid financial foundation.  Planning doesn’t have to be difficult. Listening, supporting, and guiding are the heart of financial planning.  Sensible financial planning is where it all begins, focused on sound decision making and the avoidance of setbacks.

 

Annex Wealth Management advisors can help you:

  • Set realistic financial goals and expectations
  • Assess your financial health and examine your assets, liabilities, income, insurance, taxes, and estate plan
  • Develop a sensible plan to meet your goals by discovering weaknesses and building on financial strengths
  • Put your plan into action and monitor your progress
  • Stay on track and adjust to changing goals, circumstances, and stages of your life

 

 

           

Providing sound investment strategies to guide you through complex investment decisions.

 

Successful investing requires a sensible asset allocation approach, best-in-class investment managers, and independent advice. We draw on specialized resources from the most respected names in the industry to tailor your investment strategy. We strive to provide a personalized relationship, listen to your needs and concerns, and deliver solutions focused on your best interests.

 

Our investment principles are based upon:

  • Commitment to invest responsibly
  • Coordination of asset allocation, investment selection, and ongoing monitoring
  • Insightful market perspectives focused on uncovering sector rotation, issue selection, and valuation opportunities
  • Confidence in the abilities of our experienced and passionate investment professionals and best-in-class resources

 

 

           

Personalized advice and sophisticated solutions to help you protect your wealth and enjoy life.

 

Throughout the stages of life, there is no shortage of risks, from short-term setbacks to long-term derailments. Wealth management encompasses guidance on protecting your family, your income while working and in retirement, and your estate.  From the basics of insurance to complex estate planning techniques, Annex Wealth Management advisors are positioned to provide insight and guidance. 

 

Careful assessment of your protection needs and complete financial solutions will help you:

  • Protect your retirement income to ensure financial security in your golden years
  • Protect your estate from taxes and provide for proper distribution for your loved ones
  • Provide for your family in the event of a catastrophe
  • Foster peace of mind in your later stages by addressing long term care concerns

 

 

 

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

 

Annex Wealth Management combines independence, expertise, value and service to provide wealth management services focused on what matters most… your financial success.  When you're ready to learn more, click the graphic 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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