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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noun
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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  • March 2026

  • Wed 18

    WOMEN & WEALTH | Leverage Your Health As Your Greatest Wealth | 3/18/2026

    March 18 @ 9:00 am - 12:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States
    Women & Wealth

    Your health plays a powerful role in your financial well-being and long-term independence. This interactive 3-hour workshop brings together community members and trusted professionals to explore how healthy choices today… Read More »

  • Wed 18

    WEBINAR | Instant Insight: The Fed & the Markets | 3/18/2026

    March 18 @ 3:00 pm - 3:30 pm
    Online Event

    How to stay informed – but trust your financial plan. Some of us see the words “BREAKING NEWS” over and over. After a while, it’s harder to figure out what’s… Read More »

  • Tue 24

    BROOKFIELD | One Big Beautiful 2026 Tax Reality Check | 3/24/2026

    March 24 @ 6:00 pm - 7:30 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    How Tax Law Changes from the One Big Beautiful Bill Affect Your Wealth Strategy Last year, Annex hosted a number of educational events on how the One Big Beautiful Bill… Read More »

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