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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  • July 2024

  • Thu 18

    WOMEN & WEALTH | An Evening Garden Tour | 7/18/24

    July 18, 2024 @ 6:00 pm - 8:00 pm

    Meet other garden enthusiasts in this casual evening, as we tour the Boerner Botanical Gardens in full bloom with a gardening expert and share our own best practices that make our gardens flourish.

  • Tue 23
    Election Impact On 2025: Taxes, Markets, & The Economy

    WEBINAR | Election Impact On 2025: Taxes, Markets and the Economy | 7/23/24

    July 23, 2024 @ 12:00 pm - 1:00 pm
    It's Your Money

    In this interactive learning session, Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen join WISN’s Dan O’Donnell to discuss how the results of the 2024 Election could affect you, the taxes you’ll pay, and your investments.

  • Tue 23
    Election Impact On 2025: Taxes, Markets, & The Economy

    WEBINAR | Election Impact On 2025: Taxes, Markets and the Economy | 7/23/24

    July 23, 2024 @ 12:00 pm - 1:00 pm
    It's Your Money

    In this interactive learning session, Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen join WISN’s Dan O’Donnell to discuss how the results of the 2024 Election could affect you, the taxes you’ll pay, and your investments.

  • Thu 25

    PFISTER | Summer Splash: Unveiling Upcoming Events At The Pfister | 7/25/24

    July 25, 2024 @ 5:00 pm - 7:00 pm

    Come meet our new Branch Director and team at the Pfister Annex Wealth Management office to hear what’s in store for the remainder of 2024 and beyond. This posh, nosh and pour event will tantalize! Join us between 5:00 and 7:00 p.m. on July 25th and bring a friend. You don’t want to miss the… Read More »

  • Thu 25

    PFISTER | Summer Splash: Unveiling Upcoming Events At The Pfister | 7/25/24

    July 25, 2024 @ 5:00 pm - 7:00 pm

    Come meet our new Branch Director and team at the Pfister Annex Wealth Management office to hear what’s in store for the remainder of 2024 and beyond. This posh, nosh and pour event will tantalize! Join us between 5:00 and 7:00 p.m. on July 25th and bring a friend. You don’t want to miss the… Read More »

  • Tue 30

    WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24

    July 30, 2024 @ 1:00 pm - 2:00 pm

    Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can… Read More »

  • Tue 30

    WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24

    July 30, 2024 @ 1:00 pm - 2:00 pm

    Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can… Read More »

  • Wed 31

    WEBINAR | Instant Insight: The Fed & The Markets | 7/31/24

    July 31, 2024 @ 3:00 pm - 4:00 pm

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

  • Wed 31

    WEBINAR | Instant Insight: The Fed & The Markets | 7/31/24

    July 31, 2024 @ 3:00 pm - 4:00 pm

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

  • August 2024

  • Fri 2

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 8/2/24

    August 2, 2024 @ 9:00 am - 10:00 am

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

  • Fri 2

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 8/2/24

    August 2, 2024 @ 9:00 am - 10:00 am

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

  • Wed 14

    WEBINAR | Instant Insight: Inflation Trends | 8/14/24

    August 14, 2024 @ 9:00 am - 10:00 am

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

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