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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  • April 2026

  • Tue 14

    WEBINAR | Beat Mark Tauscher | 4/14/2026

    April 14 @ 12:00 pm - 1:00 pm
    Online Event

    A fast-paced virtual quiz show pitting your financial knowledge against the Packers and Badgers legend.     

  • Thu 16

    WOMEN & WEALTH | Getting Ahead of Memory Changes: What Families Should Know | 4/16/2026

    April 16 @ 6:00 pm - 8:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    Memory changes can be difficult to think about—but planning ahead can make all the difference. Join a panel of experts, including a senior resource specialist, an Alzheimer’s Association representative, and… Read More »

  • Sat 18

    WOMEN & WEALTH | What Women Need to Know About Divorce | 4/18/2026

    April 18 @ 8:00 am - 12:00 pm
    Annex Wealth Management Headquarters 17950 W Corporate Drive Suite 300, Brookfield, WI, United States

    Annex  brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to  empower them to make the best decisions for… Read More »

  • Thu 23

    WEBINAR | Understand Your WRS Pension Potential | 4/23/2026

    April 23 @ 1:00 pm - 2:00 pm
    Online Event

    If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Join WTMJ's Steve Scaffidi along… Read More »

  • Wed 29

    WEBINAR | Instant Insight: The Fed & the Markets | 4/29/2026

    April 29 @ 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 »

  • Thu 30

    SLINGER | The Art of Giving: Tax-Savvy Strategies for Greater Impact | 4/30/2026

    April 30 @ 6:00 pm - 8:00 pm
    Aspen Sky Winery & Distillery 860 Enterprise Ave, Slinger, WI, United States

    Aspen Sky Winery & Distillery The Barrel Room 860 Enterprise Ave Slinger WI 53086 *Doors open to guests at 5:30pm Join us for an educational and engaging event complete with dinner and… Read More »

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