Annex Wealth Management

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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.

Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know NowBROOKFIELD | November 2 @ 6:00 pm - 7:30 pmScams tod...
10/26/2026

Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know Now
BROOKFIELD | November 2 @ 6:00 pm - 7:30 pm

Scams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. From romance scams and fake investment opportunities to impersonation fraud and AI-generated voices, even smart, cautious people are becoming targets.

This engaging event explores how modern scams work, why they are so effective, and the practical steps families can take to better protect themselves, their finances, and their identities.

Register: https://hubs.li/Q04z-TkD0

WOMEN & WEALTH | What Women Need to Know About DivorceNovember 14 @ 9:00 am - 12:00 pmJoin us at our Brookfield location...
10/24/2026

WOMEN & WEALTH | What Women Need to Know About Divorce
November 14 @ 9:00 am - 12:00 pm

Join us at our Brookfield location for this informative and educational workshop.
Can’t attend in person? This event will be live-streamed! Select the virtual option in your registration and a link will be sent to you 1 hour before the event begins.

Register: https://hubs.li/Q04zC9TW0

Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s...
10/24/2026

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.ly/Q04Cb8mM0

Deanne Phillips and Leesa Gilliam discuss common money mistakes women make, strategies to avoid them, and what it means ...
10/24/2026

Deanne Phillips and Leesa Gilliam discuss common money mistakes women make, strategies to avoid them, and what it means to be truly wealthy in 2026.

In Women at the Helm, Cathy Reilly, Realtor, Co-Founder of Enata Homes at Compass, and Divorce Real Estate Advisor, shares insights on navigating life transitions and housing decisions.

Plus, Katie Cummings and special guests from the Pink Umbrella Theater Company discuss their mission of inclusion and acceptance, while Deanna Tillisch offers guidance on purposeful and meaningful giving.

Listen here: https://hubs.li/Q04C5ynV0

A little extra Brewers pride around the office today! 💙💛 Showing our support as the Crew heads into the World Series! Le...
10/23/2026

A little extra Brewers pride around the office today! 💙💛 Showing our support as the Crew heads into the World Series! Let’s bring it home, Brew Crew!

WEBINAR | Election Year Investment MythsOctober 27 @ 12:00 pm - 1:00 pmElections tend to make us think differently about...
10/23/2026

WEBINAR | Election Year Investment Myths
October 27 @ 12:00 pm - 1:00 pm

Elections tend to make us think differently about where we are and where we’re headed. Should you believe the hype? What’s real – and what’s myth?

Annex Wealth Management wants to help you acquire a clearer vision of the ballot box’s impact. Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb.”

Register:

Elections tend to make us think differently about where we are and where we’re headed. Should you believe the hype? What’s real – and what’s myth? Annex Wealth Management wants […]

The Great Annex Tumbler Tour!📍 Naples, FL
10/18/2026

The Great Annex Tumbler Tour!
📍 Naples, FL

WOMEN & WEALTH | What Women Need to Know About DivorceNovember 14 @ 9:00 am - 12:00 pmJoin us at our Brookfield location...
10/17/2026

WOMEN & WEALTH | What Women Need to Know About Divorce
November 14 @ 9:00 am - 12:00 pm

Join us at our Brookfield location for this informative and educational workshop.
Can’t attend in person? This event will be live-streamed! Select the virtual option in your registration and a link will be sent to you 1 hour before the event begins.

Register: https://hubs.li/Q04zC9TX0

Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know NowBROOKFIELD | November 2 @ 6:00 pm - 7:30 pmScams tod...
10/16/2026

Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know Now
BROOKFIELD | November 2 @ 6:00 pm - 7:30 pm

Scams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. From romance scams and fake investment opportunities to impersonation fraud and AI-generated voices, even smart, cautious people are becoming targets.

This engaging event explores how modern scams work, why they are so effective, and the practical steps families can take to better protect themselves, their finances, and their identities.

Register: https://hubs.li/Q04z-SSc0

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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