Annex Wealth Management

Annex is a registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.

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. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

cnbc.com

James Holzhauer of 'Jeopardy' likely owes $1.2 million in taxes

Attention, James. Annex has a strong tax planning department.

https://cnb.cx/3158HxE

cnbc.com "Jeopardy" champion and professional sports bettor James Holzhauer lost in his 33rd episode of the TV game show, which aired on Monday, finishing $58,484 short of the all-time winnings record.

youtube.com

What's The Future Of Social Security?

How much longer will Social Security REALLY last? - AND - What is Congress doing about it? We asked a CFP® and Senior Financial Planner at Annex Wealth Management.

https://youtu.be/c9fvKobj9I8

How much longer will Social Security REALLY last? - AND - What is Congress doing about it? We asked a CFP and Senior Financial Planner at Annex Wealth Manage...

youtube.com

Is This A Good Time To Talk Tough On Trade? | Week In Review

In Case You Missed It: Is This A Good Time To Talk Tough On Trade? #WeekInReview

https://youtu.be/oDj_-H5qgu8

Week In Review for 5/31/19 Learn More: annexwealth.com

wsj.com

529 Day: What to Consider When Choosing Education-Saving Plans

Happy 529 Day. Let us know how we can help.

https://www.wsj.com/articles/529-day-what-to-consider-when-choosing-education-saving-plans-11559035801

wsj.com States and investment firms are using May 29 as a way to try to draw even more attention to college-savings accounts earmarked for education.

youtube.com

The Dangers Of Complex Investments

Know what you own, why you own it, and how much it costs. #KnowTheDifference

https://youtu.be/hAJD8woKOYs

Know what you own, why you own it, and how much it costs. Learn More: annexwealth.com

variety.com

Tom Petty’s Daughters File Suit as Estate Fight Continues

Quick reminder: We provide Estate Planning as part of your comprehensive financial plan.

https://variety.com/2019/biz/news/tom-petty-daughters-lawsuit-1203216630/

variety.com Tom Petty’s daughters filed suit against his widow on Wednesday, as a struggle continues for control of the late singer-songwriter’s catalog. Adria Petty and Annakim Violette allege tha…

youtube.com

Ask Annex: Beaten & Baked. What Are The Beaten Down Sectors? - AND - What Does Baked In Mean?

#AskAnnex What Are The Beaten Down Sectors? - AND - What Does Baked In Mean?

https://youtu.be/khKtlC4FUCs

Annex Wealth Management's Dave Spano, Mark Oswald and Derek Felske answer two Ask Annex questions: What Are The Beaten Down Sectors? - AND - What Does Baked ...

We’re honored to be a part of today’s event – “Defining Wellness: How Building A Better Benefits Package Improves The Bottom Line.” This free, half-day learning session focuses on the merits of bringing financial and physical wellness to your workplace. Presented by: Annex Wealth Management & The Starr Group

We’re honored to be a part of today’s event – “Defining Wellness: How Building A Better Benefits Package Improves The Bottom Line.” This free, half-day learning session focuses on the merits of bringing financial and physical wellness to your workplace. Presented by: Annex Wealth Management & The Starr Group

We're at Milwaukee's beautiful Discovery World this morning for Defining Wellness: How Building A Better Benefits Package Improves The Bottom Line #DefiningWellness

Milwaukee artist and designer David Mark Zimmerman (bigshot-robot.com) did this.

And we think it's pretty cool.

Go Bucks.

youtube.com

Three Things Annex Plans For In Retirement

Tips from the Annex Wealth Management Team on how they plan for Inflation, Healthcare, and Taxes during retirement. #InsideAnnex

https://youtu.be/nPY6m8Wx3p8

Tips from the Annex Wealth Management Team on how they plan for Inflation, Healthcare, and Taxes during retirement. Learn More: annexwealth.com

youtube.com

Ask Annex: Rebalancing & Risk

#AskAnnex Annex Wealth Management's Dave Spano, Mark Oswald and Derek Felske tackle several questions on estate planning, rebalancing and risk.

https://youtu.be/OBWeu-64QLM

Annex Wealth Management's Dave Spano, Mark Oswald and Derek Felske tackle several Ask Annex Questions on estate planning, rebalancing and risk. Learn More: a...

cnbc.com

Your child's sports could be sabotaging your financial health

Really?

What do you think? https://cnb.cx/2VmCa75

cnbc.com More parents — specifically dads — are shelling out big bucks every month so that their children can pursue their athletic dreams. But that spending could cost you, specifically when it comes to your own retirement.

youtube.com

What Does The 24-Year Old Powerball Winner Need To Consider?

Annex Wealth Management's Deanne Phillips joined Wisconsin’s Morning News on WTMJ to discuss Wisconsin’s Powerball winner.

https://youtu.be/cp5ID8qksZg

Annex Wealth Management's Deanne Phillips joined Wisconsin’s Morning News on WTMJ to discuss Wisconsin’s Powerball winner. Learn More: annexwealth.com

cnbc.com

Amazon employees are listening to what you say to Alexa — here's how to stop them

Wondering how to turn OFF the feature that allows humans to review your Alexa requests?

Here's how.

https://cnb.cx/2Gg99RB

cnbc.com Amazon is listening to what people say to Alexa, but you can turn off a setting that gives Amazon permission to do this.

youtube.com

Questions about 401(k) Rollovers.

Tom Parks, Director of Retirement Plan Services at Annex Wealth Management, sits down to answer some questions regarding 401(k) Rollovers.

https://youtu.be/pikZHcIMnXw

Tom Parks, Director of Retirement Plan Services at Annex Wealth Management, sits down to answer some questions regarding 401(k) Rollovers. Learn More: annexw...

qz.com

Confused by that “5GE” banner that’s popped up on your phone? You’re not alone

Know The Difference.

https://qz.com/1589866/what-is-atts-5ge-nothing-really/

qz.com AT&T's new marketing jargon really doesn't mean much for consumers.

youtube.com

Ask Annex: The Last Minute Tax Version

#AskAnnex
Mandy Nowaczynski, Tax Planner at Annex Wealth Management joins Mark Oswald to answer a few last minute Ask Annex questions regarding taxes.

https://youtu.be/b-3QjpFCD80

Mandy Nowaczynski, Tax Planner at Annex Wealth Management joins Mark Oswald to answer a few last minute Ask Annex questions regarding taxes. Have a question ...

youtube.com

Ask Annex: Fixed Income & Dividend Stocks

Annex Wealth Management's Dave Spano, Derek Felske and Mark Oswald answer several Ask Annex questions:

1. "In a 60/40 portfolio, how many different instruments make up the fixed income, 40%?"

2. "With major automakers moving toward electric vehicles, is that good or bad news for Tesla?"

3. "Are dividend stocks worth pursuing?"

#KnowTheDifference

https://www.youtube.com/watch?v=wr16YMtyIwE

Annex Wealth Management's Dave Spano, Derek Felske and Mark Oswald answer several Ask Annex questions: 1. "In a 60/40 portfolio, how many different instrumen...

youtube.com

Ask Annex: What About IPOs?

“What is your opinion of IPOs?" #AskAnnex

https://youtu.be/yNRE0c4DWgw

Annex Wealth Management’s Derek Felske and Mark Oswald answer this Ask Annex question: “What is your opinion of IPOs? There are several compelling issues sch...

youtube.com

Ask Annex: How Much Do I Need To Become A Client Of Annex?

What is the minimum investment amount required to work with Annex? #AskAnnex

https://youtu.be/PLWKA8dRBnc

Annex Wealth Management’s Mark Oswald answers a two-part Ask Annex question: “Will Annex work with me even though I'm not able to contribute more at the pres...

youtube.com

Know What You Own

A solid financial plan = knowing what you own and why you own it. #KnowTheDifference

https://youtu.be/OHXzpydTg3s

A solid financial plan = knowing what you own and why you own it. If you’re unsure about what’s in your portfolio, come meet our team and get your Free Portf...

marketwatch.com

Here's how to get rid of robo calls

Had enough?

https://goo.gl/LpCUUf

By the end of this year, half of all mobile calls are expected to be spam robo calls. Here's what you can do.

youtube.com

Spending In Retirement

The same mindset that allows you to build a nest egg can damage your quality of life in retirement. A financial plan provides you with a realistic retirement spending number – so you can enjoy the nest egg you’ve built up, without worrying you’ll run out of money along the way. #RetirementSpending

https://youtu.be/_4IJO5nDBm0

The same mindset that allows you to build your nest egg can damage your quality of life in retirement. A financial plan provides you with a realistic retirem...

cnet.com

Honda, Acura recall 1.1M cars over Takata airbags... for a second time

Here's the new list of Honda and Acura airbag recalls. 2nd time for some. Even if yours was previously replaced, check the list and call your dealer.

https://www.cnet.com/roadshow/news/honda-acura-recall-takata-airbags-second-time/

cnet.com The first round of replacement parts were also deemed defective.

youtube.com

Harley Davidson's Little, Teeny, Two-Wheelers

Harley's newest bikes go up to 10 miles per hour, with a target market of 3-7 year-olds. #StaCyc #HarleyDavidson

https://youtu.be/9t8xhX2YO3k

Harley's newest bikes go up to 10 miles per hour, with a target market of 3-7 year-olds. Learn More: annexwealth.com

youtube.com

The 4 Steps To Take When You Leave A Job

#AskAnnex
https://www.youtube.com/watch?v=5DUIGka8nCU&feature=youtu.be

Annex Wealth Management's Dave Spano and Mark Oswald answer an “Ask Annex” question: "I’m about to separate from service, meaning I'm leaving my job. What ar...

ft.com

Harley-Davidson aims to put tykes on bikes with StaCyc deal

Start 'em early.

https://www.ft.com/content/dd2586bc-3f4e-11e9-b896-fe36ec32aece

ft.com Historic motorbike group buys children’s electric bike maker in move to woo younger riders

#Planning #KnowTheDifference

bbc.com

Karl Lagerfeld's cat could be his heir

Get a plan.

https://www.bbc.com/news/entertainment-arts-47305450

bbc.com The late designer told a French magazine last year that his cat Choupette is one of his heirs.

#GetAPlan #KnowTheDifference

bloomberg.com

The Spanish and French Worry Even More About Retirement Than Americans

You're not alone. If it's time for our complimentary portfolio review, click the Get Started button at AnnexWealth.com

https://goo.gl/c6izrV

bloomberg.com Anxiety about retirement is a global phenomenon, a new survey finds.

#HardWork #KnowTheDifference

#GetAPlan #KnowTheDifference

#Determination #KnowTheDifference

cnbc.com

Private companies add 213,000 jobs in January, easily topping expectations: ADP/Moody's Analytics

Hiring stays strong. https://goo.gl/jmX9ck

cnbc.com Private payrolls grew in January at a much faster pace than expected as the labor market shrugged off the longest U.S. government shutdown in history, according to ADP and Moody's Analytics.

variety.com

Coca-Cola Pulls Out of Super Bowl

Which is better? The game? Or the commercials. Coke will save millions by skipping the main broadcast.

https://variety.com/2019/tv/news/coca-cola-pulls-super-bowl-commercials-2019-1203116744/

variety.com Coca-Cola is pulling back from the Super Bowl after an 11-year run, opting to run a commercial just before kickoff of the CBS broadcast of the game on February 3, but not in the event itself. CBS i…

#Planning #KnowTheDifference

foxnews.com

Sharing your Netflix password? This software will track you down

News from CES, the Consumer Electronics Show.

https://www.foxnews.com/tech/new-ai-software-tracks-down-users-who-share-netflix-accounts-and-passwords

foxnews.com Software specialist Synamedia is touting a new technology that it says can track down users who share accounts and passwords for streaming services such as Netflix.

cnbc.com

Inside 'cult-like' Facebook, where employees only pretend to be happy all the time

Ouch.

https://www.cnbc.com/2019/01/08/facebook-culture-cult-performance-review-process-blamed.html

cnbc.com Former Facebook employees detailed how the company's leadership and performance review system have created a "go along" culture

lifehacker.com

How to Keep Commercials from Activating Your Smart Speaker

Is this a problem for you, too? https://goo.gl/4gNEpg

lifehacker.com ‘Tis the season for commercials featuring your favorite smart home speaker showing off what it can do—which means you may have experienced your Google Assistant, Alexa, or Siri responding to questions that come from your TV. And it’s annoying to have to shout, “Hey Google, stop,” or the eq...

mentalfloss.com

Warning: Don't Fall for the New Netflix Phishing Scam Going Around

Don't mess with Netflix.

http://mentalfloss.com/article/567886/new-netflix-phishing-scam-going-around

mentalfloss.com Here's how to spot it.

#Innovation #KnowTheDifference

Efficiency.

Wisconsin Badgers Fans

Annex Wealth Management is providing an opportunity to win your own private Kohl Center suite for the Wisconsin vs. Illinois men’s basketball game on February 18th! Click the link below to register for a chance to win; which includes sixteen game tickets, catered meal and beverages, and a special guest appearance by a former Badger Basketball legend.https://uwbadgers.com/sb_output.aspx?form=56

Want your business to be the top-listed Finance Company in Elm Grove?

Click here to claim your Sponsored Listing.

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Annex Wealth Management's Christmas Wish

Location

Telephone

Address


12700 W Bluemound Rd Ste 200
Elm Grove, WI
53122

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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