Annex Wealth Management

United States · Financial Services

Annex Wealth Management is a fee-only registered investment advisory firm based in Brookfield, Wisconsin, with additional offices in Naples, Florida, and Libertyville, Illinois. Founded in 2001, the firm operates under a fiduciary model, focusing on client-centric financial planning and wealth management services. The firm offers a range of services, including custom portfolio management with various investment options such as stocks, bonds, and mutual funds. They provide comprehensive financial planning, pension consulting, insurance services, and tax planning through their subsidiaries. Annex also offers consultative services for personalized advice on investments, retirement, and estate planning. Annex Wealth Management serves a diverse client base, including individuals, pension plans, charitable organizations, government entities, and corporations. The firm is wholly owned by Dave J. Spano and emphasizes a fee-only compensation model to reduce conflicts of interest.