Annex Wealth Management is a fee-only fiduciary wealth management firm serving individuals, families, businesses, nonprofits, foundations, and endowments. With offices across Wisconsin, Illinois, and Florida, the firm provides client-first advice and comprehensive financial strategies tailored to each client’s circumstances, goals, and stage of life. Its approach brings together an in-house team of professionals to coordinate planning across investments, taxes, family needs, and employment.

Services include financial and retirement planning, investment management, tax and estate planning, risk management and insurance, 401(k) plan services, and divorce financial consultations. Annex offers distinct wealth management programs for clients with different levels of assets and planning complexity, as well as specialized support for executives and organizations responsible for retirement plans. It also helps foundations and endowments develop investment strategies aligned with their missions and long-term objectives.

To support informed decisions, Annex provides educational articles, videos, financial tools, downloadable guides, podcasts, and weekly insights. The firm also offers introductory consultations and resources about its fee-only fiduciary approach, helping prospective clients understand its services and determine whether a relationship is right for them.