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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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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12 events found.
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  • December 2024

  • Thu 12
    December 12, 2024 @ 4:00 pm - 5:00 pm

    WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024

    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… Read More »

  • Thu 12
    December 12, 2024 @ 4:00 pm - 5:00 pm

    WEBINAR | Investment Intel: An In-Depth Briefing on the Markets | 12/12/2024

    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… Read More »

  • Wed 18
    December 18, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024

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

  • Wed 18
    December 18, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 12/18/2024

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

  • Thu 19
    December 19, 2024 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024

    When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace… Read More »

  • Thu 19
    December 19, 2024 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024

    When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace… Read More »

  • January 2025

  • Thu 9
    January 9, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 1/9/2025

    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 9
    January 9, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 1/9/2025

    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 9
    January 9, 2025 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Navigating the Markets | 1/9/2025

    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 Director of Research, Matt Morzy,… Read More »

  • Thu 9
    January 9, 2025 @ 5:30 pm - 6:30 pm

    LAKE COUNTRY | Navigating the Markets | 1/9/2025

    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 Director of Research, Matt Morzy,… Read More »

  • Thu 9
    January 9, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Moving in Retirement | 1/9/2025

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several… Read More »

  • Thu 9
    January 9, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Moving in Retirement | 1/9/2025

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several… Read More »

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