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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12 events found.

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  • March 2025

  • Wed 26
    March 26, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 3/26/2025

    About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for… Read More »

  • Wed 26
    March 26, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 3/26/2025

    About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for… Read More »

  • April 2025

  • Thu 3
    April 3, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Saving the Family Cottage | 4/3/2025

    When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace… Read More »

  • Thu 3
    April 3, 2025 @ 6:00 pm - 7:30 pm

    BROOKFIELD | Saving the Family Cottage | 4/3/2025

    When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace… Read More »

  • Fri 4
    April 4, 2025 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 4/4/25

    Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

  • Fri 4
    April 4, 2025 @ 9:00 am - 9:30 am

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 4/4/25

    Penetrating analysis from the Annex Wealth Management Investment Committee on the latest jobs numbers. What the numbers were and what they may mean to you.

  • Wed 9
    April 9, 2025 @ 12:00 pm - 1:00 pm

    WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/9/2025

    April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring… Read More »

  • Wed 9
    April 9, 2025 @ 12:00 pm - 1:00 pm

    WEBINAR | Financial Literacy Series: Are You Smarter Than A 6th Grader? | 4/9/2025

    April is Financial Literacy Month. You know what that means: Gameshows. At least, the way we deliver them. Annex Wealth Management has something special for you. We’re set to bring… Read More »

  • Wed 9
    April 9, 2025 @ 4:00 pm - 5:30 pm

    MEQUON | Navigating the Markets | 4/9/2025

    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 »

  • Wed 9
    April 9, 2025 @ 4:00 pm - 5:30 pm

    MEQUON | Navigating the Markets | 4/9/2025

    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 »

  • Wed 9
    April 9, 2025 @ 4:00 pm - 5:30 pm

    MADISON | Navigating the Markets | 4/9/2025

    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 Director of Equity Research, Jason… Read More »

  • Wed 9
    April 9, 2025 @ 4:00 pm - 5:30 pm

    MADISON | Navigating the Markets | 4/9/2025

    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 Director of Equity Research, Jason… Read More »

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