AW
◉ Reviewed
- Specialty
- Wealth management and financial planning (CFP)
- Address
- 12700 W Bluemound Rd, Milwaukee Wisconsin 53202
- Phone
- +1 262-786-6363
- Website
- www.annexwealth.com
A reviewed provider
Annex Wealth Management Milwaukee
Wealth management and financial planning (CFP)
financial-planningwealth-managementmilwaukeecfp
§ About this provider
Services
Financial PlanningWealth ManagementRetirement PlanningInvestment Advice
Best for
Men in Milwaukee planning long-term wealth, retirement, or post-divorce finances
Languages
English
§ How we know
Tier
◉ ReviewedHas public peer recognition (e.g. Doyles Guide) or charity-register confirmation. We have not personally engaged them.
Why this tier
Registered Investment Adviser; CFP Board approved.
Last verified: 28 Apr 2026
○
Listed
Confirmed real entity with valid contact details. No quality claim — we have not personally engaged or peer-checked them.
◉
Reviewed
Has public peer recognition (e.g. Doyle’s Guide) or charity-register confirmation, with citations on the profile.
✓
Vetted
Personally engaged by HisJourney — we have spoken to them or worked with them ourselves before listing.