Annex understands your time is valuable and we want to communicate with you in ways that are meaningful for you.

We’re now adding text messaging (SMS) to help stay in touch with you!  We plan to use text messaging to communicating the following:

  • Meeting reminders
  • Notices about statement availability
  • Surveys
  • Event invitations
  • And More to come!

If you wish to receive occasional text messages from Annex Wealth Management, we’ll need you to opt-in.

Please fill out the form below:

Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

This site has been published for residents of: AZ, CA, CO, FL, IL, MI, MN, MO, NC, NH, OH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.