Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why! Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management’s growth. Check us out on “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.