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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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.

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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.

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12 events found.

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  • November 2024

  • Thu 7
    November 7, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Insight: The Fed & the Markets | 11/7/2024

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

  • Thu 7
    November 7, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Insight: The Fed & the Markets | 11/7/2024

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

  • Tue 12
    November 12, 2024 @ 5:00 pm - 7:30 pm

    ELM GROVE | Politics, Planning & Portfolios: An Election Impact Review | 11/12/24

    How will election results affect your financial plan & portfolio? We'll take a look at election candidates, their plans for the economy, and how it impacts you. Bring a friend and join CEO of Annex Wealth Management, Dave Spano alongside Chief Economist, Brian Jacobsen, Deanne Phillips and Tom Parks while they discuss on Politics, Planning… Read More »

  • Tue 12
    November 12, 2024 @ 5:00 pm - 7:30 pm

    ELM GROVE | Politics, Planning & Portfolios: An Election Impact Review | 11/12/24

    How will election results affect your financial plan & portfolio? We'll take a look at election candidates, their plans for the economy, and how it impacts you. Bring a friend and join CEO of Annex Wealth Management, Dave Spano alongside Chief Economist, Brian Jacobsen, Deanne Phillips and Tom Parks while they discuss on Politics, Planning… Read More »

  • Wed 13
    November 13, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 11/13/2024

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

  • Wed 13
    November 13, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 11/13/2024

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

  • Wed 13
    November 13, 2024 @ 4:00 pm - 5:30 pm

    MEQUON | Investment Intel: An In-Depth Brief On The Markets | 11/13/2024

    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 13
    November 13, 2024 @ 4:00 pm - 5:30 pm

    MEQUON | Investment Intel: An In-Depth Brief On The Markets | 11/13/2024

    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 14
    November 14, 2024 @ 4:00 pm - 5:00 pm

    WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 11/14/2024

    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 14
    November 14, 2024 @ 4:00 pm - 5:00 pm

    WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 11/14/2024

    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.

  • Tue 19
    November 19, 2024 @ 6:00 pm - 8:00 pm

    ELM GROVE | An Evening With Global Intelligence & Security Expert John Choate | 11/19/2024

    Expert Insight: John and members of Annex Leadership team will lead and facilitate a frank, comprehensive discussion that spans your questions – whether they’re global, like Russia-Ukraine or China-Taiwan, or here at home on our border or elections. Each area has its own historical context and probing questions, and John’s depth of experience is filled… Read More »

  • Tue 19
    November 19, 2024 @ 6:00 pm - 8:00 pm

    ELM GROVE | An Evening With Global Intelligence & Security Expert John Choate | 11/19/2024

    Expert Insight: John and members of Annex Leadership team will lead and facilitate a frank, comprehensive discussion that spans your questions – whether they’re global, like Russia-Ukraine or China-Taiwan, or here at home on our border or elections. Each area has its own historical context and probing questions, and John’s depth of experience is filled… Read More »

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