Events
Insights
Ask Annex
Clients
  • Who We Help
  • Who We Are
  • News & Resources
Get Started

Individuals & Families


Annex Private Client →
Legacy and philanthropy planning for families with $5M+ investable assets or $10M+ net worth.

Annex Comprehensive Wealth →
Customized planning for those with $500k–$5M in investable assets facing growing complexity.

Annex Ignite →
Holistic, fiduciary management for those early in their journey with less complex circumstances.

Businesses & Non-Profits


401(k) Services →
Comprehensive care for those serving in the challenging role of ERISA fiduciary.

Annex Executive →
Helping executives align compensation and benefits with their personal financial plans.

Foundations & Endowments →
Investment strategies consistent with your mission and long-term goals.

Resources


New to Annex? →
Learn about our fee-only fiduciary approach.

Find an office →
Locate an Annex branch near you in WI, IL, or FL.

Talk to us →
Schedule a brief introductory call with our team.

Our Story


Who We Are →
Fee-only fiduciary advice and comprehensive strategies.

Our Team →
Meet the experts guiding your financial journey.

Expertise


View All Services →
Comprehensive, in-house specialized care.
  • Financial & Retirement Planning ›
  • Investment Management ›
  • Tax Planning ›
  • Estate Planning ›
  • Risk Management & Insurance ›
  • 401(k) Plan Services ›
  • Divorce Financial Consultation ›

Locations


View All Offices →
Serving clients in Wisconsin, Illinois, and Florida.
  • Wisconsin
  • Appleton • Brookfield • Lake Country
  • Madison • Mequon • Milwaukee
  • Whitefish Bay
  • Illinois
  • Libertyville
  • Florida
  • Naples

Education


Learning Center →
Educational videos, articles, and financial tools to stay informed.

Testimonials →
Real stories from families and businesses partnering with Annex.

Media


Radio & Podcasts →
Listen to our weekly insights on retirement and the economy.

In The News →
Annex’s perspective on the latest national financial headlines.

Community


Women & Wealth →
Empowering women to take control of their financial futures.
  • Who We Help
  • Who We Are
  • News & Resources

M
Annex Wealth Management Logo

Who We Help

Individuals & Families
Businesses & Non-Profits

Who We Are

Who We Are
Services
Our Team
Locations

News & Resources

In The News
Testimonials
Radio & Podcasts
Women & Wealth
Learning Center
Events
Insights
Clients

Get Started

12 events found.
▶ Watch Past Webinars

Events

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
Browse by category
  • January 2025

  • Thu 9

    BROOKFIELD | Moving in Retirement | 1/9/2025

    January 9, 2025 @ 6:00 pm - 7:30 pm

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several […]

  • Thu 9

    BROOKFIELD | Moving in Retirement | 1/9/2025

    January 9, 2025 @ 6:00 pm - 7:30 pm

    Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several […]

  • Fri 10

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 1/10/2025

    January 10, 2025 @ 9:00 am - 10:00 am

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

  • Fri 10

    WEBINAR | Instant Insight: Jobs and the Economic Outlook | 1/10/2025

    January 10, 2025 @ 9:00 am - 10:00 am

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

  • Wed 15

    WEBINAR | Instant Insight: Inflation Trends | 1/15/2025

    January 15, 2025 @ 9:00 am - 10:00 am

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

  • Wed 15

    WEBINAR | Instant Insight: Inflation Trends | 1/15/2025

    January 15, 2025 @ 9:00 am - 10:00 am

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

  • Thu 16

    WOMEN & WEALTH | Life Happens: Is Your Family Prepared? | 1/16/2025

    January 16, 2025 @ 6:00 pm - 8:00 pm

    Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever […]

  • Thu 16

    WOMEN & WEALTH | Life Happens: Is Your Family Prepared? | 1/16/2025

    January 16, 2025 @ 6:00 pm - 8:00 pm

    Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever […]

  • Tue 28

    WEBINAR | Instant Insight: Did DeepSeek Deep-Six Tech Stocks? | 1/28/2025

    January 28, 2025 @ 9:30 am - 10:30 am

    Nvidia suffered the biggest one-day loss in US history today (1/27/25) after news that China’s DeepSeek AI may threaten US dominance. The tech sector followed Nvidia down. What does this […]

  • Tue 28

    WEBINAR | Instant Insight: Did DeepSeek Deep-Six Tech Stocks? | 1/28/2025

    January 28, 2025 @ 9:30 am - 10:30 am

    Nvidia suffered the biggest one-day loss in US history today (1/27/25) after news that China’s DeepSeek AI may threaten US dominance. The tech sector followed Nvidia down. What does this […]

  • Tue 28

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025

    January 28, 2025 @ 6:00 pm - 7:30 pm

    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 […]

  • Tue 28

    BROOKFIELD | Single in Retirement: Financial Planning Strategies | 1/28/2025

    January 28, 2025 @ 6:00 pm - 7:30 pm

    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 […]

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file

Unleash the Power of What’s Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

Get Started
Who We Help
Individuals & Families
Businesses & Non-Profits

Who We Are
Services
Our Team
Locations

News & Resources
In The News
Testimonials
Radio & Podcasts
Women & Wealth
Learning Center

Careers →

Contact Us →

About Us

View Annex Wealth Management’s Client Relationship Summary

Annex Charitable Foundation

Website Terms Of Use

Digital Visitor Confidentiality Rules

View Annex Wealth Management’s Privacy Policy

View Annex Wealth Management’s Disclosure Brochure

Get The Axiom – Weekly Insights From Annex

Name

This site has been published for residents of: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI & WY ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

×

Align your vision with a plan. Start your complimentary consultation.

Get Started