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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  • June 2024

  • Sat 1

    WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

    June 1, 2024 @ 8:30 am - 12:00 pm
    Women & Wealth

    Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. Annex brings together family law… Read More »

  • Sat 1

    WOMEN & WEALTH | What Women Need To Know About Divorce | 6/1/24

    June 1, 2024 @ 8:30 am - 12:00 pm
    Women & Wealth

    Join us at our Brookfield location for this informative and educational workshop. Address: 17950 W. Corporate Dr, Brookfield, WI 53045 Doors Open at 8:00 a.m. Annex brings together family law… Read More »

  • Wed 5

    MADISON | Women’s Guide to Preparing for the Unexpected | 6/5/24

    June 5, 2024 @ 6:00 pm - 8:00 pm

    A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in … Read More »

  • Wed 5

    MADISON | Women’s Guide to Preparing for the Unexpected | 6/5/24

    June 5, 2024 @ 6:00 pm - 8:00 pm

    A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in … Read More »

  • Thu 6

    WEBINAR | Investigating Investment Myths | 6/6/24

    June 6, 2024 @ 1:00 pm - 2:00 pm

    Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®,… Read More »

  • Thu 6

    WEBINAR | Investigating Investment Myths | 6/6/24

    June 6, 2024 @ 1:00 pm - 2:00 pm

    Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®,… Read More »

  • Mon 10

    WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24

    June 10, 2024 @ 5:00 pm - 7:00 pm

    Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves.  From… Read More »

  • Mon 10

    WOMEN & WEALTH | Conversation Café: Selling Yourself Short? | 6/10/24

    June 10, 2024 @ 5:00 pm - 7:00 pm

    Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves.  From… Read More »

  • Wed 12

    MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24

    June 12, 2024 @ 4:00 pm - 5:00 pm

    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.… Read More »

  • Wed 12

    MEQUON | Investment Intel: An In-Depth Brief on the Markets | 6/12/24

    June 12, 2024 @ 4:00 pm - 5:00 pm

    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.… Read More »

  • Wed 12

    PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24

    June 12, 2024 @ 6:00 pm - 7:30 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 moderate and focusing on biases we may need to adapt.

  • Wed 12

    PFISTER | Wealth In Color: Exploring Instinctual Investment Patterns | 6/12/24

    June 12, 2024 @ 6:00 pm - 7:30 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 moderate and focusing on biases we may need to adapt.

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