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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12 events found.
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  • April 2025

  • Tue 29
    April 29, 2025 @ 6:00 pm - 7:30 pm

    APPLETON | Are Annuities Worth It? | 4/29/2025

    Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?Annex Financial Planners discuss if and when an annuity might make sense… Read More »

  • Tue 29
    April 29, 2025 @ 6:00 pm - 7:30 pm

    APPLETON | Are Annuities Worth It? | 4/29/2025

    Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?Annex Financial Planners discuss if and when an annuity might make sense… Read More »

  • Wed 30
    April 30, 2025 @ 12:00 pm - 1:00 pm

    WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025

    April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring… Read More »

  • Wed 30
    April 30, 2025 @ 12:00 pm - 1:00 pm

    WEBINAR | Financial Literacy Series: American Money Warrior | 4/30/2025

    April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring… Read More »

  • May 2025

  • Thu 1
    May 1, 2025 @ 6:00 pm - 7:30 pm

    LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025

    Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make… Read More »

  • Thu 1
    May 1, 2025 @ 6:00 pm - 7:30 pm

    LAKE COUNTRY | Annuities Unveiled: Purely Educational Insights for Smart Decisions | 5/1/2025

    Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls? Annex Financial Planners discuss if and when an annuity might make… Read More »

  • Fri 2
    May 2, 2025 @ 9:00 am - 9:30 pm

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 5/2/2025

    Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

  • Mon 5
    May 5, 2025 @ 6:00 pm - 8:00 pm

    MEQUON | An Evening of Passion Assets & Wine Tasting | 5/5/2025

    Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will… Read More »

  • Tue 6
    May 6, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Moving in Retirement | 5/6/2025

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

  • Wed 7
    May 7, 2025 @ 3:00 pm - 3:30 pm

    WEBINAR | Instant Insight: The Fed & The Markets | 5/7/2025

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

  • Thu 8
    May 8, 2025 @ 3:15 pm - 4:00 pm

    WEBINAR | Navigating The Markets | 5/8/2025

    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 »

  • Tue 13
    May 13, 2025 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Inflation Trends | 5/13/2025

    Penetrating analysis from the Annex Wealth Management Investment Committee on the latest inflation numbers. What the numbers were and what they may mean to you.

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