Oakwood Wealth Management

Add to Favorites

Investment Management, Annuities & Retirement Insurance Plans, Banks

Be the first to review!

CLOSED NOW

Tomorrow: 8:00 am - 5:00 pm

23 Years

in Business

Accredited

Business

(262) 533-0009Call Visit WebsiteVisit Website Map & DirectionsDirections13400 Bishops Ln Ste 70Brookfield, WI 53005 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Brookfield with Investment Management

Elm Grove (1 miles)
New Berlin (7 miles)
Butler (8 miles)
Hales Corners (11 miles)
Greendale (12 miles)
Waukesha (13 miles)
Milwaukee (14 miles)
Lannon (14 miles)

More Info

General Info

Here at Oakwood, our mission is simple: To pursue better for you and to understand your needs, wants, and wishes. My Aim is to help you begin to identify the personal finance strategies that may improve your lifestyle today, and provide the foundation for a sound retirement in the years ahead....and beyond. I understand todayâ??s financial environment is more complex than ever and know that businesses, individuals and families face unique challenges as they prepare for their future. I can help take the mystery out of preparing for today and tomorrow.

Email

BBB Rating

Other Link

Other Emails

Categories

Investment Management, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (262) 533-0009

Address: 13400 Bishops Ln Ste 70, Brookfield, WI 53005

Website: website

People Also Viewed

View similar Investment Management

Suggest an Edit

Oakwood Wealth Management

Tax Planning
Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.
Tax Services
Joseph has spent 35 years establishing his career as a Certified Public Accountant. His knowledge in accounting and tax offer clients the confidence and trust needed to understand the ever-changing world of business.
Income Tax
As a Tax Planning Associate, Jess plays an important dual role on Annex’s tax team. She utilizes leading-edge tax preparation software to ensure the timely and accurate filing of income tax returns. In addition, Jess employs proactive tax planning strategies to help guide individuals and businesses towards making tax-smart decisions and minimizing taxation over time.
Tax Return Preparation
Jacob has over 5 years of experience as a tax return preparer. He has spent most of that time preparing individual and trust tax returns. He also has exposure to partnership tax return preparation.

Investment Management
Cory graduated in 2011 from the Milwaukee Area Technical College with an associate degree in Banking and Financial Services. In 2015, he graduated from the University of Wisconsin-Milwaukee with his bachelor’s degree in Finance and completed the Investment Management Certificate Program, a CFA Institute University Recognized Program.
Mutual Funds
Jackie earned her Bachelor of Business Administration in Finance from the University of Wisconsin – Whitewater. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the following exams: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Uniform Combined State Law (Series 66), General Securities Sales Supervisor (Series 8), General Securities Principals (Series 24), Uniform Investment Advisor Law (Series 65), and the Chartered Mutual Fund Counselor Exam.
Bonds
Wealth Management
In what seems like a constantly-changing financial world, you can trust Annex Wealth Management’s commitment to creating education and information designed to help you understand what’s important and worth your focus.

Accounting Services
Ashley graduated from Fox Valley Technical College with two associates degrees; Business Management and Accounting, as well as two technical diplomas; Accounting Assistant & Bookkeeping.
Bookkeeping Services

Financial Planning
Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.
Retirement Planning
As a Wealth Strategist, Mark designs and coordinates the delivery of strategic financial advice for high- and ultra-high-net-worth individuals, families, and privately held business owners. His areas of focus include tax, investment, executive compensation, and retirement planning. Mark’s planning knowledge and attention to detail allows him to navigate complex situations and communicate actionable plans for clients to follow.
Annuities
Long Term Care
A graduate of Carthage College, Rick is a CERTIFIED FINANCIAL PLANNER ™ professional, holds the Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams as well as life, health and long-term care insurance licenses.
Asset Management
As the Chief Investment Officer, Derek is responsible for establishing investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex’s discretionary managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s financial Advisors.

View All Services

Provided by