Brian Jacobsen is a Related Person at WMC Sunday Investors II-A, LLC, a family office located in Chicago. See contact routes.
Brian Jacobsen is a Related Person at WMC Sunday Investors II-A, LLC, a family office located in Chicago. This entity is closely associated with Annex Wealth Management, a fee-only, fiduciary wealth management firm. Annex Wealth Management is dedicated to delivering comprehensive planning and strategic advice to its clients. Their service offerings encompass a broad spectrum of financial needs, including detailed financial and retirement planning, sophisticated investment management strategies, and meticulous tax planning. Furthermore, they provide expert guidance in estate planning, robust risk management and insurance solutions, and specialized 401(k) services. The firm also extends its expertise to divorce financial consultation, ensuring clients receive comprehensive support across all aspects of their financial well-being.
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