Annex Wealth Management Whitefish Bay Branch

Annex Wealth Management Whitefish Bay Branch is a Financial Planner in Whitefish Bay, WI. The firm provides fee-only fiduciary advice and comprehensive wealth management, retirement planning, and investment management. They serve individuals, families, businesses, and non-profits across Wisconsin, Illinois, and Florida.

The firm offers specialized services tailored to different financial stages and complexities. Their Annex Private Client service focuses on legacy and philanthropy planning, while Annex Comprehensive Wealth provides customized planning for those facing growing complexity. For those early in their financial journey, Annex Ignite provides holistic, fiduciary management. Additionally, the firm provides 401(k) plan services for ERISA fiduciaries, executive services to align compensation with personal financial plans, and investment strategies for foundations and endowments. Their expertise also includes tax planning, estate planning, risk management, insurance, divorce financial consultation, and investment management.

Located on E Henry Clay St, the office is about 0.3 miles from the Whitefish Bay Public Library, School House Park, and the Village of Whitefish Bay Village Hall. It is also a short distance from North Shore Fire Station 4, Fire Station Number 1, and Cahill Park.

The business maintains well-documented information online and possesses a well-optimized website that search engines read cleanly.

Annex Wealth Management Whitefish Bay Branch provides expert fiduciary guidance and comprehensive financial strategies to the Whitefish Bay community.