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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  • February 2026

  • Thu 12
    February 12 @ 12:00 pm - 1:00 pm

    WEBINAR | Navigating The Markets | 2/12/2026

    Online Event

    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 12
    February 12 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 2/12/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    About 28% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for… Read More »

  • Fri 13
    February 13 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Inflation Trends | 2/13/2026

    Online Event

      A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call… Read More »

  • Thu 19
    February 19 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Giving From The Heart: Where Purpose Meets Tax Planning | 2/19/2026

    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    Discover how meaningful giving can reflect your values and create lasting impact. Join a local panel of nonprofit leaders - alongside an in-house attorney - for an engaging discussion on… Read More »

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