Annex Wealth Management is a premier financial services firm headquartered in Elm Grove, WI. Personalized financial solutions and responsible, insightful investing have allowed us to build strong relationships with our loyal clients. Our focus on independent advice and complete financial solutions has been the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and northern Illinois. Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.