# Annex Wealth Management

- **Website:** <https://annexwealth.com>
- **Primary alias:** `annexwealth.com`
- **Employees:** 51+
- **Location:** Brookfield, Wisconsin, United States
- **Company kind:** PRIVATELY HELD

## Description

Annex Wealth Management, located in Elm Grove, WI, is a trusted brand that offers comprehensive and custom-tailored wealth management services to each client. With a commitment to fiduciary responsibility and a fee-only compensation model, Annex Wealth Management builds relationships rooted in trust. They provide a range of services, including financial and retirement planning, investment management, insurance assessment, tax preparation and planning, estate and legacy planning, and financial education and discovery. Additionally, Annex Wealth Management offers business solutions such as 401(k) plans for businesses and executive foundations and endowments. Their team of skilled professionals utilizes state-of-the-art technology and analytics to deliver an elite, full-service wealth management experience. With convenient locations in Elm Grove, Milwaukee, Appleton, Delafield, Mequon, Madison, Naples, and Libertyville, Annex Wealth Management is dedicated to serving the needs of their clients and helping them unleash the power of what's next.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [facebook](https://facebook.com/annexwealthmanagement)
- [youtube](https://youtube.com/channel/UCk5McJKE76A4wilrnFMAeSQ)
- [linkedin](https://linkedin.com/company/annexwealthmanagement)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id-2jt7IEQ/w/1079/h/1079/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1787234178277)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id-2jt7IEQ/w/1173/h/312/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1787234178111)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Pesto | #8b6c32 | dark |
| Athens Gray | #f4f4f5 | light |
| Twine | #c08a63 | accent |

## Fonts

- Droid Serif — asset _(custom)_
- Open Sans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id-2jt7IEQ/w/960/h/421/idiFBEXSRr.jpeg?c=1bxid64Mup7aczewSAYMX&t=1787234178407)

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_Source: <https://brandfetch.com/annexwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._