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

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  • April 2024

  • Thu 18

    WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    April 18, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. … Read More »

  • Thu 18

    WOMEN & WEALTH | Understanding Elder Care & Preplanning Final Arrangements

    April 18, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. If you are already in your retirement years, or a caregiver to an aging person, this workshop will provide useful information about the challenges we face later in life. … Read More »

  • June 2024

  • Sat 1

    WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

    June 1, 2024 @ 8:30 am - 12:00 pm
    Women & Wealth

    Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. Annex brings together family law… Read More »

  • Sat 1

    WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

    June 1, 2024 @ 8:30 am - 12:00 pm
    Women & Wealth

    Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. Annex brings together family law… Read More »

  • August 2024

  • Thu 15

    WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    August 15, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join… Read More »

  • Thu 15

    WOMEN & WEALTH | The Sandwich Generation | 8/15/24

    August 15, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of  their own children (even adult ones) in some capacity.  Join… Read More »

  • September 2024

  • Sat 7

    WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    September 7, 2024 @ 8:00 am - 12:00 pm
    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 »

  • Sat 7

    WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    September 7, 2024 @ 8:00 am - 12:00 pm
    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 19

    WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    September 19, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join Tom Parks & Deanne Phillips as they review some common investing myths… Read More »

  • Thu 19

    WOMEN & WEALTH | Election Year Investment Myths | 9/19/24

    September 19, 2024 @ 6:00 pm - 8:00 pm
    Women & Wealth

    Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join Tom Parks & Deanne Phillips as they review some common investing myths… Read More »

  • 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 »

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