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.

!

Individuals & Families

!

Businesses & Non-Profits

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.

!

Who We Are

!

Services

!

Our Team

!

Locations

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.

!

In The News

!

Testimonials

!

Media Requests

  Events

  Blog

  Ask Annex

  Clients
  • Who We Help
  • Who We Are
  • News & Resources
Get Started
12 events found.

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
  • September 2024

  • Thu 26
    September 26, 2024 @ 11:00 am - 12:00 pm

    WEBINAR | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | 9/26/24

    Join us for an in-depth exploration of the presidential candidates' economic policies and their potential impact on your financial future. Our expert panel breaks down complex campaign promises into practical insights for investors. Tune in to understand how the upcoming election could shape markets, taxes, and your personal financial strategy.

  • Thu 26
    September 26, 2024 @ 11:00 am - 12:00 pm

    WEBINAR | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | 9/26/24

    Join us for an in-depth exploration of the presidential candidates' economic policies and their potential impact on your financial future. Our expert panel breaks down complex campaign promises into practical insights for investors. Tune in to understand how the upcoming election could shape markets, taxes, and your personal financial strategy.

  • October 2024

  • Wed 2
    October 2, 2024 @ 6:00 pm - 8:00 pm

    MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24

    Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail your investments. Doors Open at 5:30PM

  • Wed 2
    October 2, 2024 @ 6:00 pm - 8:00 pm

    MADISON WOMEN & WEALTH | Election Year Investment Myths | 10/2/24

    Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those "rules of thumb" that can drive investor behavior & derail your investments. Doors Open at 5:30PM

  • Fri 4
    October 4, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 10/4/24

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

  • Fri 4
    October 4, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 10/4/24

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

  • Wed 9
    October 9, 2024 @ 4:00 pm - 5:30 pm

    MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

    Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

  • Wed 9
    October 9, 2024 @ 4:00 pm - 5:30 pm

    MEQUON | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

    Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

  • Wed 9
    October 9, 2024 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

    Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

  • Wed 9
    October 9, 2024 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 10/9/24

    Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the financial markets and the economy.

  • Thu 10
    October 10, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 10/10/24

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

  • Thu 10
    October 10, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 10/10/24

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

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file

Who We Help
Individuals & Families
Businesses & Non-Profits

Who We Are
Services
Our Team
Locations

News & Resources
In The News
Media Requests

Contact Us →

About Us

View Annex Wealth Management’s Client Relationship Summary

Annex Charitable Foundation

Website Terms Of Use

Digital Visitor Confidentiality Rules

View Annex Wealth Management’s Privacy Policy

View Annex Wealth Management’s Disclosure Brochure

Axiom Sign-Up

Name

This site has been published for residents of: AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.