Whether you’re an individual, part of a family, business or non-profit, we recognize how valuable your goals are, especially at critical times in your growth. Annex Wealth Management’s team can provide insight and planning for your journey, even in many of the most complex financial situations.

!

Individuals & Families

!

Businesses & Non-Profits

noun
an·nex /ˈaˌneks/
a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.

!

Who We Are

!

Services

!

Our Team

!

Locations

The Annex team is actively involved in our commitment to educating and informing the public, and our plans for growth sometimes catch the eye of media.

!

In The News

!

Testimonials

!

Radio & Podcasts

!

Women & Wealth

!

Learning Center

  Events

  Blog

Ask Annex
  Clients
  • Who We Help
  • Who We Are
  • News & Resources
Get Started
  • Who We Help
  • Who We Are
  • News & Resources



Who We Help



Individuals & Families



Businesses & Non-Profits

Who We Are



Who We Are



Services



Our Team



Locations

In The News



In The News



Testimonials



Media Requests



Radio



Podcasts

Events

Blog

Clients

Ask Annex

Get Started

6 events found.
▶ Watch Past Webinars

Women & Wealth

  1. Events
  2. Women & Wealth

Events

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
Browse by category
  • June 2025

  • Thu 19

    WOMEN & WEALTH | 5 Market Volatility Tips *(And 1 Not-So-Secret Weapon) | 6/19/25

    June 19, 2025 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety. In… Read More »

  • December 2025

  • Thu 18

    WOMEN & WEALTH | Women, Wealth & Investing With Confidence | 12/18/2025

    December 18, 2025 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence" workshop. This session is designed to address the unique challenges and… Read More »

  • March 2026

  • Wed 18

    WOMEN & WEALTH | Leverage Your Health As Your Greatest Wealth | 3/18/2026

    March 18 @ 9:00 am - 12:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today… Read More »

  • April 2026

  • Thu 9

    NAPLES WOMEN & WEALTH | What Women Need to Know About Divorce | 4/9/2026

    April 9 @ 4:00 pm - 7:00 pm
    The Ritz-Carlton - Beach House Venue 280 Vanderbilt Beach Rd, Naples, FL, United States
    Women & Wealth

    Annex brings together family law attorneys, financial planners, counselors, and real  estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for… Read More »

  • Thu 16

    WOMEN & WEALTH | Getting Ahead of Memory Changes: What Families Should Know | 4/16/2026

    April 16 @ 6:00 pm - 8:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and… Read More »

  • Sat 18

    WOMEN & WEALTH | What Women Need to Know About Divorce | 4/18/2026

    April 18 @ 8:00 am - 12:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Annex  brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for… Read More »

  • Previous Events
  • Today
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file

Who We Help
Individuals & Families
Businesses & Non-Profits

Who We Are
Services
Our Team
Locations

News & Resources
In The News
Media Requests

Careers →

Contact Us →

About Us

View Annex Wealth Management’s Client Relationship Summary

Annex Charitable Foundation

Website Terms Of Use

Digital Visitor Confidentiality Rules

View Annex Wealth Management’s Privacy Policy

View Annex Wealth Management’s Disclosure Brochure

Axiom Sign-Up

Name

This site has been published for residents of: AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA & 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.

Cleantalk Pixel