Annex Wealth Management
Annex Wealth Management, based in Elm Grove, Wisconsin, provides a comprehensive range of financial services including retirement planning, investment management, insurance assessment, tax planning, and estate legacy planning. With a commitment to client education and personalized service, the firm emphasizes the importance of a tailored approach to financial strategies that align with individual goals and circumstances.
The firm also offers specialized services for businesses, such as 401(k) plans and executive financial counseling, aimed at enhancing employee satisfaction and compliance with regulatory requirements. Through its Annex Charitable Foundation, the company demonstrates its dedication to giving back by directing profits from client insurance sales to support charitable initiatives.
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