Annex Wealth Management’s


Empowering Conversations & Community for Women of All Ages

Fun locations. Genuine topics. Empowering conversation.

Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.

Bring a friend! But sign up early, as these fill up quickly.


Annex’s Women & Wealth Retreat: Sedona, AZ

Monday, April 25 to

Friday, April 29, 2022

We will be staying at the Arabella Resort (, located right at a trailhead and surrounded by views of the Red Rocks, and nestled between great restaurants and craft villages. 


  • Hotel & Resort Fees and many resort amenities including their lovely pool and hot tub
  • Round trip nonstop airfare between Milwaukee and Phoenix on American Airlines
  • Transfers to and from the hotel
  • Brown bag breakfast
  • Wine reception at the hotel
  • Financial wellness workshops geared for Women
  • Excursion to Jerome, AZ, America’s oldest ghost town; all on 3 walkable streets packed
    with restaurants and shops

OPTIONAL ACTIVITIES AT AN ADDITIONAL COST INCLUDE (a travel coordinator will assist with booking excursions):

  • Tour guided hikes in the Red Rocks at varying degrees of difficulty
  • Yoga on a vortex in the red rocks
  • Air-conditioned Wine vineyard tour
  • Jeep tours of the Red Rocks

Price for Land & Air Package Cost:
$1,557.00 per person, based on double occupancy
$2,312.00 per person, based on single occupancy
Land Only package available.


Bring a friend! Gentlemen are invited to all activities except the Women & Wealth workshops.


Women & Wealth: Investigating Investment Myths

Thursday, January 20

6:00 pm – 8:00 pm

Join us as we investigate “Rules of Thumb” around investing, honing in on actionable guidelines for our own personal situations. Join us as we debunk common myths such as investing is saving, being in the stock market is gambling, de-risking means to be mostly invested in bonds, and more in this lively, in-person, intersective workshop.


One of our core missions is to educate and increase financial awareness. Follow the Women & Wealth playlist on YouTube

Research Shows

American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.

Women are adding to their assets a rate of $5 trillion per year globally.

Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.

Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.

National Association of Women Business Owners, 2017.

Only about half of women feel confident about managing investments compared to more than two-thirds of men.

Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.

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