Annex Wealth Management

Annex Wealth Management Know The Difference™
EXPERIENCE FEE-ONLY FIDUCIARY WEALTH MANAGEMENT. In doing so, we strive to provide objective, creative and focused planning.

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation,

and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

BROOKFIELD | Single in Retirement: Financial Planning StrategiesSeptember 9 @ 6:00 pm - 7:00 pmAbout 28% of Americans ag...
09/02/2026

BROOKFIELD | Single in Retirement: Financial Planning Strategies
September 9 @ 6:00 pm - 7:00 pm

About 28% 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 those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy a successful retirement. This workshop helps identify resources and best practices around managing your healthcare, housing, finances and creating a support network.

Register: https://hubs.ly/Q04tl2Cq0

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s...
08/29/2026

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen.

Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets. Check our events page for Brian’s next live event.

https://hubs.li/Q04vJ4wH0

This week's episode covers some of the most important financial and life planning conversations happening today. Deanne ...
08/29/2026

This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries.

In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditionally been more challenging to enter. Graduate student Kara Rooney joins the conversation to share her perspective on launching a career, developing leadership skills, and how the next generation defines success.

The episode also looks at thoughtful and tax efficient ways to give, previews an upcoming event focused on navigating difficult financial conversations, and discusses how to uncover the hidden gems that make your community unique. Augustina Rok joins the show to talk about not just buying a home, but how to by a lifestyle and be happy with it.

Listen: https://hubs.li/Q04vByzM0

08/28/2026

Senior Wealth Advisor Mike Kirk breaks down the latest SWOT episode. Listen to the full episode here: https://share.transistor.fm/s/22df76df

Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ® (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.

Last week at Summer Sounds in Cedarburg, Annex Wealth Management was proud to recognize Cedarburg Pom & Dance as our Dif...
08/28/2026

Last week at Summer Sounds in Cedarburg, Annex Wealth Management was proud to recognize Cedarburg Pom & Dance as our Difference Maker of the Week!

It was such a joy to honor these dedicated coaches and talented dancers for the positive impact they make throughout the community. Their commitment, passion, and leadership inspire so many both on and off the dance floor.

As the presenting sponsor of Summer Sounds, we're always grateful for opportunities to connect with incredible local organizations and celebrate the difference they're making every day. Thank you, Cedarburg Pom & Dance, for all that you do!

Courageous Conversations: The Financial Talks We Keep PostponingSeptember 17 @ 6:00 pm - 8:00 pmSome of life’s most impo...
08/27/2026

Courageous Conversations: The Financial Talks We Keep Postponing
September 17 @ 6:00 pm - 8:00 pm

Some of life’s most important conversations are also the hardest to begin.

Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often avoid — including changing independence, caregiving, money, retirement expectations, inheritance, second marriages, and the wishes we hope our loved ones will understand someday. Together, we’ll explore how to approach these conversations with greater clarity, compassion, and confidence — before a crisis forces them.

Because sometimes the most loving thing we can do is start the conversation.

Register: https://hubs.li/Q04rZzqm0

WEBINAR | Navigating The MarketsSeptember 10 @ 12:00 pm - 1:00 pmAnnex Wealth Management’s “Navigating The Markets” is a...
08/27/2026

WEBINAR | Navigating The Markets
September 10 @ 12:00 pm - 1:00 pm

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 Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.

Register: https://hubs.li/Q04vg52B0

Join us tomorrow in Grafton for The 7 Tax Moves to Consider Before DecemberMost people think about taxes when they file ...
08/26/2026

Join us tomorrow in Grafton for The 7 Tax Moves to Consider Before December

Most people think about taxes when they file their return. The most valuable tax planning, however, happens before the year ends. Join us as we explore seven key financial decisions that could impact your tax bill, retirement income, investment strategy, and long-term financial plan.

Whether you’re retired or preparing for retirement, you’ll leave with practical ideas to discuss with your financial advisor and tax professional before December.

Register: https://hubs.ly/Q04tl6cw0

Address

17950 W Corporate Drive
Brookfield, WI
53045

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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