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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  • January 2025

  • Wed 15
    January 15, 2025 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 1/15/2025

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

  • Wed 15
    January 15, 2025 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 1/15/2025

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

  • Thu 16
    January 16, 2025 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Life Happens: Is Your Family Prepared? | 1/16/2025

    Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever… Read More »

  • Thu 16
    January 16, 2025 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | Life Happens: Is Your Family Prepared? | 1/16/2025

    Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever… Read More »

  • Tue 28
    January 28, 2025 @ 9:30 am - 10:30 am

    WEBINAR | Instant Insight: Did DeepSeek Deep-Six Tech Stocks? | 1/28/2025

    Nvidia suffered the biggest one-day loss in US history today (1/27/25) after news that China’s DeepSeek AI may threaten US dominance. The tech sector followed Nvidia down. What does this… Read More »

  • Tue 28
    January 28, 2025 @ 9:30 am - 10:30 am

    WEBINAR | Instant Insight: Did DeepSeek Deep-Six Tech Stocks? | 1/28/2025

    Nvidia suffered the biggest one-day loss in US history today (1/27/25) after news that China’s DeepSeek AI may threaten US dominance. The tech sector followed Nvidia down. What does this… Read More »

  • Tue 28
    January 28, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025

    About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for… Read More »

  • Tue 28
    January 28, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025

    About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for… Read More »

  • Wed 29
    January 29, 2025 @ 11:00 am - 12:00 pm

    WEBINAR | Selling A Business: Where To Start | 1/29/2025

    If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian… Read More »

  • Wed 29
    January 29, 2025 @ 11:00 am - 12:00 pm

    WEBINAR | Selling A Business: Where To Start | 1/29/2025

    If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive webinar, Annex Wealth Management’s Brandon Lehman and Brian… Read More »

  • Wed 29
    January 29, 2025 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 1/29/2025

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

  • Wed 29
    January 29, 2025 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & the Markets | 1/29/2025

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

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