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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  • February 2025

  • Wed 12
    February 12, 2025 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Inflation Trends | 2/12/2025

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

  • Wed 12
    February 12, 2025 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Inflation Trends | 2/12/2025

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

  • Thu 13
    February 13, 2025 @ 4:00 pm - 5:00 pm

    MEQUON | Navigating the Markets | 2/13/2025

    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 Chief Investment Officer, Derek V.W.… Read More »

  • Thu 13
    February 13, 2025 @ 4:00 pm - 5:00 pm

    MEQUON | Navigating the Markets | 2/13/2025

    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 Chief Investment Officer, Derek V.W.… Read More »

  • Thu 13
    February 13, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 2/13/2025

    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 13
    February 13, 2025 @ 4:00 pm - 5:00 pm

    WEBINAR | Navigating the Markets | 2/13/2025

    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 13
    February 13, 2025 @ 6:00 pm - 7:30 pm

    APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025

    Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all… Read More »

  • Thu 13
    February 13, 2025 @ 6:00 pm - 7:30 pm

    APPLETON | Destination Retirement: Are We There Yet? | 2/13/2025

    Do you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all… Read More »

  • Tue 18
    February 18, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Destination Retirement: Are We There Yet? | 2/18/2025

    Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all… Read More »

  • Tue 18
    February 18, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Destination Retirement: Are We There Yet? | 2/18/2025

    Do  you know your route – and your obstacles – to retirement? Are you on the cusp of retirement, but not sure of what you don’t know or how all… Read More »

  • Thu 20
    February 20, 2025 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025

    Worried that the wealth you'll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying… Read More »

  • Thu 20
    February 20, 2025 @ 6:00 pm - 8:00 pm

    WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025

    Worried that the wealth you'll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying… Read More »

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