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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  • August 2024

  • Thu 22

    WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24

    August 22, 2024 @ 12:00 pm - 1:00 pm

    In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric… Read More »

  • Thu 22

    WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24

    August 22, 2024 @ 12:00 pm - 1:00 pm

    In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric… Read More »

  • September 2024

  • Fri 6

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 9/6/24

    September 6, 2024 @ 9:00 am - 10:00 am

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

  • Fri 6

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 9/6/24

    September 6, 2024 @ 9:00 am - 10:00 am

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

  • Fri 6

    WEBINAR | The 401(k) Roadmap: Saving, Investing, & Securing Your Future | 9/6/24

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

    Join Annex Wealth Managements Director of Retirement Plan Services, Tom Parks and WTMJ Host, Steve Scaffidi for an informative webinar on the essentials of 401(k) plans and why they are… Read More »

  • Fri 6

    WEBINAR | The 401(k) Roadmap: Saving, Investing, & Securing Your Future | 9/6/24

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

    Join Annex Wealth Managements Director of Retirement Plan Services, Tom Parks and WTMJ Host, Steve Scaffidi for an informative webinar on the essentials of 401(k) plans and why they are… Read More »

  • Sat 7

    WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    September 7, 2024 @ 8:00 am - 12:00 pm
    Women & Wealth

    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 »

  • Sat 7

    WOMEN & WEALTH | What Women Need to Know About Divorce | 9/7/24

    September 7, 2024 @ 8:00 am - 12:00 pm
    Women & Wealth

    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 »

  • Wed 11

    WEBINAR | Instant Insight: Inflation Trends | 9/11/24

    September 11, 2024 @ 9:00 am - 10:00 am

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

  • Wed 11

    WEBINAR | Instant Insight: Inflation Trends | 9/11/24

    September 11, 2024 @ 9:00 am - 10:00 am

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

  • Wed 11

    LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

    September 11, 2024 @ 4:00 pm - 5:30 pm

    We're bringing Investment Intel to Delafield! Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at… Read More »

  • Wed 11

    LAKE COUNTRY | Investment Intel: An In-Depth Brief On The Markets | 9/11/24

    September 11, 2024 @ 4:00 pm - 5:30 pm

    We're bringing Investment Intel to Delafield! Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel briefing will take a look at… Read More »

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