PARTNER OVERVIEW 

ANNEX AT A GLANCE 

Annex Wealth Management is a Wisconsin-based, fee-only wealth management firm founded in 2001. The firm offers financial planning, investment management, tax strategy, and retirement planning for individuals, families, businesses, and nonprofits. 

As a fiduciary, Annex puts client interests first and delivers objective advice. Its team helps clients make complex financial decisions with personalized, long-term strategies. 

TEAM-BASED FIDUCIARY ADVICE 

Annex stands out for its team-based planning model. Clients work with wealth managers, planners, and investment professionals who coordinate one integrated strategy. 

Its “Know The Difference™” philosophy emphasizes transparency, fiduciary responsibility, and education. Internally, the firm promotes accountability, integrity, mentorship, and continuous learning. 

ROLES & OPPORTUNITIES 

Professionals at Annex build financial plans, manage portfolios, and support retirement, estate, and tax planning. The firm values communication, analytical thinking, and a client-first mindset. 

Employees gain cross-functional exposure across planning, investments, tax, and insurance, creating strong opportunities for growth and well-rounded industry experience. 

GUIDING LONG-TERM CLIENT SUCCESS 

Annex has built a strong reputation for personalized planning and lasting client relationships. The firm continues to grow while keeping its focus on individualized service and meaningful results. 

By combining education, transparency, and fiduciary advice, Annex helps clients make confident decisions and stay aligned with long-term goals.