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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12 events found.
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  • April 2024

  • Tue 30

    WEBINAR | Understand Your WRS Pension Potential | 4/30/24

    April 30, 2024 @ 4:00 pm - 5:00 pm

    Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you… Read More »

  • Tue 30

    WEBINAR | Understand Your WRS Pension Potential | 4/30/24

    April 30, 2024 @ 4:00 pm - 5:00 pm

    Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you… Read More »

  • May 2024

  • Thu 9

    Mequon | Investment Intel: An In Depth Brief on the Markets | 5/9/24

    May 9, 2024 @ 4:00 pm - 5:30 pm

    Join us for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re… Read More »

  • Thu 9

    Mequon | Investment Intel: An In Depth Brief on the Markets | 5/9/24

    May 9, 2024 @ 4:00 pm - 5:30 pm

    Join us for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re… Read More »

  • Thu 23

    WEBINAR | Investigating Bonds: Corporate vs. Munis | 5/23/24

    May 23, 2024 @ 2:00 pm - 3:00 pm

    Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types… Read More »

  • Thu 23

    WEBINAR | Investigating Bonds: Corporate vs. Munis | 5/23/24

    May 23, 2024 @ 2:00 pm - 3:00 pm

    Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types… Read More »

  • 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 »

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