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.

Operating as usual

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(WEBINAR) Saving The Family Cottage | 10/15/20

Join us on October 15th for a live, interactive webinar!

(WEBINAR) Saving The Family Cottage | 10/15/20
Thursday, Oct 15, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com When multiple family members inherit a vacation home together, many problems can arise.

The All-5G Apple 12 iPhone

According to an insider: instead of the #iPhone 12 being a mix of 4 and 5G, the next gen will be fully #5G. #MoneyTalkMinute

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(WEBINAR) Pandemic-Proofing Your Retirement Plan | 8/24/20

We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted? Join us on August 24th for an interactive webinar where we will be answering your questions live!

(WEBINAR) Pandemic-Proofing Your Retirement Plan
| 8/24/20
Monday, Aug 24, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00PM EST

eventbrite.com We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOUR PLAN is affected?

The NY Yankees TikTok Deal

#TikTok is about to announce a $10 million sponsorship of the New York Yankees according to #Sportico, a sports business website. #KnowTheDifferenceMinute

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(WEBINAR) Saving The Family Cottage | 10/15/20

Join us on October 15th for a live, interactive webinar!

(WEBINAR) Saving The Family Cottage | 10/15/20
Thursday, Oct 15, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com When multiple family members inherit a vacation home together, many problems can arise.

eventbrite.com

(WEBINAR) The Annuity Enigma | 10/6/20

Want to know more about annuities? Join us on October 6th for a live, interactive webinar!

(WEBINAR) The Annuity Enigma | 10/6/20
Tuesday, Oct 6, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Understanding the basics of how annuities work will help you decide if they are the best strategy for you.

eventbrite.com

(WEBINAR) Pandemic-Proofing Your Retirement Plan | 8/24/20

Join us on August 24th for an interactive webinar where we will be answering your questions live!

(WEBINAR) Pandemic-Proofing Your Retirement Plan
| 8/24/20
Monday, Aug 24, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00PM EST

eventbrite.com We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOUR PLAN is affected?

eventbrite.com

(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20

Join us on August 25th for a live, interactive webinar where we will discuss the SECURE Act and how it impacts your retirement.

(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20
Tuesday, Aug 25, 2020
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Learn how the SECURE Act legislation could affect you.

AAA Says Do Your Own Driving

Based on extensive testing over the last 2 years, #AAA is recommending that car companies limit the use of partially automated driving options as they may be a safety hazard. #KnowTheDifferenceMinute

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Markets Up Again But Bond Market May See Weakness WIR 8 8 20

In Case You Missed It: Markets were up for another week, continuing a disconnect with some key economic indicators. The bond markets may be portending some trouble ahead. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Markets were up for another week, continuing a disconnect with some key economic indicators. The bond markets may be portending some trouble ahead. Annex Wea...

Disney Plus Beats It's Goal By 4 Years

Media executives figure 3 to 5 streaming services will be winners while the rest will just fade away. It looks like #Disney #Plus is going to be a winner as it now has more than 60 million subscribers. #KnowTheDifferenceMinute

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(WEBINAR) The Annuity Enigma | 10/6/20

Join us on October 6th for a live, interactive webinar!

(WEBINAR) The Annuity Enigma | 10/6/20
Tuesday, Oct 6, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Understanding the basics of how annuities work will help you decide if they are the best strategy for you.

The Tuition Reimbursement Lawsuits

An Ohio student is suing #Yale, seeking a refund of #tuition after moving from in-person to online - and other students may be following suit. #MoneyTalkMinute

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(WEBINAR) Pandemic-Proof Retirement Planning | 9/29/20

We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted? Join us on September 29th for an interactive webinar where we will be answering your questions live!

(WEBINAR) Pandemic-Proof Retirement Planning | 9/29/20
Tue, Sep 29, 2020 4:00 PM
Webinar starts: 4:00 PM CST/5:00PM EST

eventbrite.com We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted?

eventbrite.com

(WEBINAR) Pandemic-Proof Retirement Planning | 8/24/20

We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted? Join us on August 24th for an interactive webinar where we will be answering your questions live!

(WEBINAR) Pandemic-Proof Retirement Planning | 8/24/20
Monday, Aug 24, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00PM EST

eventbrite.com We’ve seen seismic changes in the laws for both charitable giving, taxes, and retirement. Do you know how YOURS is being impacted?

eventbrite.com

(WEBINAR) Women & Wealth: Investing with Confidence | 10/7/20

Join the conversation! During this live, interactive webinar, our presenters encourage you to join in and we’ll answer any of your questions live!

(WEBINAR) Women & Wealth: Investing with Confidence | 10/7/2020
Wednesday, October 7th 2020
Webinar starts: 3:30pm CST/ 4:30pm EST

eventbrite.com A beginner’s guide to investing basics!

Did The Facebook Boycott Work?

While Facebook’s reputation took the hit, revenue did not. #KnowTheDifferenceMinute

poll.app.do

Are you pessimistic about your retirement?

poll.app.do A recent survey showed that 70% of people are more pessimistic about their retirement plans due to the pandemic.

poll.app.do

Are you anxious about your retirement?

poll.app.do A recent survey indicated that more people are anxious about their retirement than before the health crisis.

poll.app.do

A recent survey indicated that more people are anxious about their retirement than before the health crisis.

poll.app.do How about you?

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(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20

Have questions about The SECURE Act and how it impacts your retirement? Join us on August 25th for an interactive webinar where we will answer your questions live!

(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20
Tuesday, Aug 25, 2020
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Learn how the SECURE Act legislation could affect you.

Got Milk? It's Back.

From January through mid-July, #US #milk sales are up over 8%. In March, as we stocked pantries, sales were up 21%. It wasn’t panic buying and hasn’t let up. #MoneyTalkMinute

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(WEBINAR) Win/Win Charitable Giving | 11/12/20

Join us for a live, interactive webinar where we will be discussing charitable donations, charitable trusts, and much more!

(WEBINAR) Win/Win Charitable Giving | 11/12/20
Thursday, Nov 12, 2020 3:00PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com It’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan

Record Setting Drop in GDP

The #Commerce #Department’s estimate of the 2nd quarter decline in the gross domestic product, the total output of goods and services, marked the sharpest drop on record dating to 1947. #KnowTheDifferenceMinute

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(WEBINAR) Win/Win Charitable Giving | 8/4/20

It’s not too late to register! Join our live, interactive webinar today at 2:30PM CST/3:30PM EST!

(WEBINAR) Win/Win Charitable Giving | 8/4/2020
Tuesday, August 4, 2020
Webinar starts: 2:30pm CST/3:30pm EST

eventbrite.com It’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan

eventbrite.com

(WEBINAR) The Annuity Enigma | 10/6/20

Want to know more about annuities? Join us on October 6th for a live, interactive webinar!

(WEBINAR) The Annuity Enigma | 10/6/20
Tuesday, Oct 6, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Understanding the basics of how annuities work will help you decide if they are the best strategy for you.

eventbrite.com

(WEBINAR) Saving The Family Cottage | 10/15/20

Join us on October 15th for a live, interactive webinar!

(WEBINAR) Saving The Family Cottage | 10/15/20
Thursday, Oct 15, 2020 3:00 PM
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com When multiple family members inherit a vacation home together, many problems can arise.

eventbrite.com

(WEBINAR) Win/Win Charitable Giving | 8/4/20

Join us tomorrow at 2:30pm CST/ 3:30pm EST!

(WEBINAR) Win/Win Charitable Giving | 8/4/2020
Tuesday, August 4, 2020
Webinar starts: 2:30pm CST/ 3:30pm EST

eventbrite.com It’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan

AMC Theaters & Universal Pictures Make Exclusivity Deal

Today’s announcement that #AMC Theaters and #Universal Pictures have struck an unprecedented exclusivity deal is a creative lifeline for an industry on the ropes. #KnowTheDifferenceMinute

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Stocks Up For 4th Consecutive Month | Week In Review

In Case You Missed It:

Week In Review for 7/31/20. Learn More: annexwealth.com

Business Succession Planning

Annex Wealth Management’s Brandon Lehman, CFP® and Keith Butler, JD, discuss why a #BusinessSuccessionPlan is critical for business owners, as well as why you shouldn’t wait until your near retirement to start one.

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(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20

Join us on August 25th for a live, interactive webinar where we will discuss the SECURE Act and how it impacts your retirement.

(WEBINAR) How The SECURE Act Changes My Retirement | 8/25/20
Tuesday, Aug 25, 2020
Webinar starts: 3:00 PM CST/4:00 PM EST

eventbrite.com Learn how the SECURE Act legislation could affect you.

Coke's New Hard Seltzer: Topo Chico

#Topo #Chico hard seltzer will be the first alcoholic beverage for #Coca #Cola since the 80's. #MoneyTalkMinute

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(WEBINAR) Win/Win Charitable Giving | 8/4/20

Join us for a live, interactive webinar next Tuesday!

(WEBINAR) Win/Win Charitable Giving | 8/4/2020
Tuesday, August 4, 2020
Webinar starts: 2:30pm CST/ 3:30pm EST

eventbrite.com It’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan

Aquaman Rides A Harley

#Harley launches new products and focuses on parts, accessories and general merchandise. Plus there's a fresh ad campaign featuring actor #Jason #Momoa in the works. #KnowTheDifferenceMinute

Know The Difference™

Team


  • Support, insight, and direction from a team of knowledgeable, diverse, and experienced professionals

  • Diverse expertise – investment insight, retirement planning, tax preparation and planning, and estate planning
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    Videos (show all)

    The All-5G Apple 12 iPhone
    The NY Yankees TikTok Deal
    AAA Says Do Your Own Driving
    Disney Plus Beats It's Goal By 4 Years
    The Tuition Reimbursement Lawsuits
    Did The Facebook Boycott Work?
    Got Milk? It's Back.
    Record Setting Drop in GDP
    AMC Theaters & Universal Pictures Make Exclusivity Deal
    Business Succession Planning
    Coke's New Hard Seltzer: Topo Chico
    Aquaman Rides A Harley

    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
    Other Financial Planning in Elm Grove (show all)
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    Daniel G. Krivos - Northwestern Mutual Daniel G. Krivos - Northwestern Mutual
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    Daniel G. Krivos, CLU®, ChFC®, CLF®, is a Northwestern Mutual Managing Director & Wealth Management Advisor who will help you achieve financial security.

    Shannon Lutze, Private Wealth Advisor Shannon Lutze, Private Wealth Advisor
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