Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable […]

Insights on how to manage the cash and fixed income portion of your portfolio. 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 […]

You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think more strategically about your tax picture through your retirement and after you’ve passed. What should you consider as you make your tax plan? Join us […]

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. For those ready to start  Medicare, specialist Melinda Caughill of i65 and Deanne Phillips decipher the different parts, including what you might not know about advantage plans. Uncover tips & best practices and learn about what you can do to avoid numerous Medicare pitfalls.

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management's Financial Planning Team Manager, Eric Strom, CFP®️, and […]

Annex Wealth Management - Mequon Branch 12200 Corporate Parkway, Suite 800 Mequon WI 53092   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 […]

Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, 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" as you calibrate your financial plan.

Insights on how to manage the cash and fixed income portion of your portfolio. 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 […]

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.