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.

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noun
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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  • May 2026

  • Thu 21

    WOMEN & WEALTH | When Life Changes How Women Can Prepare Financially for the Unexpected

    May 21 @ 6:00 pm - 8:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Life transitions often arrive without warning.  Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex… Read More »

  • Thu 28

    WAUKESHA | Next-Level Travel: Security, Planning & Dream Building | 5/28/2026

    May 28 @ 5:30 pm - 7:30 pm
    Jet OUT Air-Hangar 2731 Aviation Dr., Waukesha, WI, United States

    You may have reached the part of life where travel plays a growing part of your plans. What criteria can you consider to enhance, secure or enrich your peace of… Read More »

  • June 2026

  • Thu 18

    WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026

    June 18 @ 6:00 pm - 8:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace… Read More »

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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