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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verb
an·nex /ˈaˌneks/
to add or incorporate to something that already exists.

In its early days, Annex Wealth Management intended to partner with others to provide comprehensive wealth management. Soon, we realized breadth and depth of our service offering should be offered on its own. Today, you can consider “annexing” your existing plan with our in-house team of planners, attorneys, and investment specialists.

Annex Wealth Management is a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.

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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.

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12 events found.

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  • December 2024

  • Wed 18
    December 18, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024

    Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

  • Wed 18
    December 18, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024

    Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

  • Thu 19
    December 19, 2024 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024

    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 »

  • Thu 19
    December 19, 2024 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024

    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 »

  • January 2025

  • Thu 9
    January 9, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 1/9/2025

    Annex Wealth Management's "Navigating the Markets" is an interactive presentation focused on providing information and insight on today's market and economy. Join Annex Wealth Management's Brian Jacobsen as he shares… Read More »

  • Thu 9
    January 9, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 1/9/2025

    Annex Wealth Management's "Navigating the Markets" is an interactive presentation focused on providing information and insight on today's market and economy. Join Annex Wealth Management's Brian Jacobsen as he shares… Read More »

  • Thu 9
    January 9, 2025 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Navigating the Markets | 1/9/2025

    Annex Wealth Management's "Navigating the Markets" is an interactive presentation focused on providing information and insight on today's market and economy. Join Annex Wealth Management's Director of Research, Matt Morzy,… Read More »

  • Thu 9
    January 9, 2025 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Navigating the Markets | 1/9/2025

    Annex Wealth Management's "Navigating the Markets" is an interactive presentation focused on providing information and insight on today's market and economy. Join Annex Wealth Management's Director of Research, Matt Morzy,… Read More »

  • Thu 9
    January 9, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Moving in Retirement | 1/9/2025

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several… Read More »

  • Thu 9
    January 9, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Moving in Retirement | 1/9/2025

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several… Read More »

  • Fri 10
    January 10, 2025 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 1/10/2025

    Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

  • Fri 10
    January 10, 2025 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 1/10/2025

    Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

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