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.

A Home Sales Green Shoot

Let’s hope this is a green shoot. #Mortgage demand is climbing - and this is good news since purchase volume was just off slightly and is coming back from 6 weeks ago when it was down 35%. #MoneyTalkMinute

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Markets, Economy Stay Detached | Week In Review

In Case You Missed It: The #economy continued to report abysmal numbers - while the markets continued to show strength. Who's right and who's wrong? How long can this detachment last? Annex Wealth Management's Derek Felske and Mark Oswald discuss.

The economy continued to report abysmal numbers - while the markets continued to show strength. Who's right and who's wrong? How long can this detachment las...

Facebook Shops Is Here

The new #Facebook Shops is now live. It lets people buy directly from a business’ page or Instagram profile. It’s a quick way to go to market and avoids climbing on board with #Amazon or #Google. #KnowTheDifferenceMinute

Back To Work In Detroit

Back to work in the Motor City as #GM, #Ford, and #Fiat #Chrysler began to restart factories today. 80% of Ford workers are back with about 1/3rd reporting for duty at GM and Fiat Chrysler. #MoneyTalkMinute

A Tale Of 3 Retailers

In a snapshot of pandemic consumer spending, #Walmart, #Kohls, and Home Depot have different stories to tell. #KnowTheDifferenceMinute

Sign up for one of Annex Wealth Management’s free, interactive webinars! Here’s what we’ve got coming up:

- Women & Wealth: Investing with Confidence | 5/27/20

- How The SECURE Act Changes My Retirement | 6/3/20

- The Annuity Enigma | 6/18/20

- COVID-19: How Government Stimulus Impacts You Now | 6/24/20

Signing up is as easy as heading to: annexwealth.com/events

The Latest On RMDs

Annex Wealth Management's Financial Planning Manager, Randy Winkler, CFP® discusses how The SECURE Act and The CARES Act impact Required Minimum Distributions (RMDs). #SECUREact #CARESact

Get Out Of Town

You can feel it. People are itching to get out. And, according to a new survey from GasBuddy.com, over 30% of Americans are ready to road trip this summer. #KnowTheDifferenceMinute

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Another Week Of "Worst Evers" As Parts Of The Economy Start To Open | Week In Review

In Case You Missed It: The global crisis continues, spawning continued negative reports, but the #markets have stayed disconnected from the bad news. How long will that disconnection last? Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss.

The global crisis continues, spawning continued negative reports, but the markets have stayed disconnected from the bad news. How long will that disconnectio...

A Tale Of 3 DIYers

There are times when do-it-yourself is a great way to go if you're handy and everything goes well. That's fantastic. What about when you find yourself in stormy conditions and perhaps a little bit over your head? Brandon Lehman, Wealth Manager at Annex Wealth Management is here to discuss why working with a trusted advisor could benefit you in the long run.

The 4 Hour Preflight

#Airlines are going to have a tough enough time as we emerge from the #pandemic. Even with lower passenger volume, the new challenge might be having to arrive at the airport up to 4 hours preflight. 9/11 and the TSA created the early arrival we were somewhat used to, but 4 hours is a new record. #KnowTheDifferenceMinute

Called Back To Work. Do You Need To Go?

One concern as we stumble toward #reopening is luring workers back who would have to take pay cuts because of large #unemployment checks. Can those workers refuse? Would that affect their unemployment? It’s complicated. #KnowTheDifferenceMinute

Costco Sales Down For The 1st Time In Years

Hard to believe, but #Costco just reported a decline in its monthly sales for the first time in years as mandatory store closures, social distancing and stay-at-home restrictions took its toll. #MoneyTalkMinute

Silent auction is LIVE until 9pm CST! Text STRONGER to 76278 or visit stronger.givesmart.com. Make sure to tune in tonight at 7pm CST for the #StrongerTogether virtual gala!

#PreventCareCure

We cannot wait for tonight's #StrongerTogether virtual gala at 7pm CST! You can view it on our Facebook, Instagram, and YouTube channel. Tune in to hear our incredible guests share their stories as we raise money for innovative cancer research and treatments!
#PreventCareCure

Greg Matzek
Payton Alexander
Jen Lada
Children's of Alabama

Socially Distanced Workouts

Turns out, #Peloton survived the aftermath of their holiday TV commercial and is thriving in a pandemic world. Quarterly sales of their connected fitness line are up 66% with almost 900,000 subscribers. #KnowTheDifferenceMinute

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Employment Continues To Tank But Markets Fight Negatives

In Case You Missed It: While GDP and Employment report significantly negative numbers, the markets continue to rise above the bad news. Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss what may be driving the market's dissociation and what you should do to react. #WeekInReview

https://www.youtube.com/watch?v=xpKfgHV84i8

While GDP and Employment report significantly negative numbers, the markets continue to rise above the bad news. Annex Wealth Management's Dave Spano, Derek ...

A Guide For The Suddenly Unemployed

Millions of #jobs have been lost due to COVID-19. What should you do if that happens to you? Two members of our Financial Planning Team - Randy Winkler, CFP®, Financial Planning Manager and Patrick Noble, Financial Planning Specialist, are here to talk about it. #TheCARESAct

Where Did The Robocalls Go?

Its not much, but one pandemic silver lining is the huge drop in #robocalls with call centers in India, Pakistan, and the Philippines shut down. Turns out robocalls still require actual people. #MoneyTalkMinute

Major Grocers Start Rationing Meat Purchases

COVID-19 is hitting meatpacking plants particularly hard and many are slowing operations or closing entirely which is putting a crimp in the food supply. #MoneyTalkMinute

Beer Is Back

#Beer is back led by budget brands like Miller Lite, Michelob Ultra, and Natty Light, all with double digit growth.

What To Do With Your 401(k) If You Lose Your Job

There are three potential paths for your 401(k) if you've recently lost your job. Tom Parks, AIF®, CRPS®, Director of Retirement Plan Services, discusses the pros and cons of each. #401k #RetirementPlanning

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Recapping A Wild April | Week In Review

In Case You Missed It: Annex Wealth Management's Derek Felske and Mark Oswald recap an incredible April for the economy and discuss some of the figures that made it so unique. #WeekInReview

https://youtu.be/AMlTRKY9uFs

Annex Wealth Management's Derek Felske and Mark Oswald recap an incredible April for the economy and discuss some of the figures that made it so unique. Lear...

Starbucks Reopening Plan

Like the rest of us, #Starbucks wants to return to normalcy. Their CEO has announced a plan to open over 90% of stores. #MoneyTalkMinute

Apple Delays 5G iPhones

As Asia recovers and returns to work, hitting production targets isn’t a sure thing. So, Apple is pushing the #5GiPhone release by a month. #MoneyTalkMinute

The Long Summer Vacation

As companies prepare to return to business, one of their biggest hurdles might be the #FederalPandemicUnemploymentCompensation checks that are providing an extra $600 a week. #KnowTheDifferenceMinute

7 Reasons We Should Be Optimistic

Looking forward: Annex Wealth Management's Mark Oswald and Derek Felske outline seven reasons for a potential rally in the U.S. stock market.

#KnowTheDifference

COVID-19 & Estate Planning

Now is a particularly good time to review your #EstatePlan. Jill Martin, Estate Planning Attorney at Annex Wealth Management, tells us why. #KnowTheDifference

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Historically Bad Financial Numbers - So Why Did The Market Rally? | Week In Review

In Case You Missed It: #Employment is historically bad. PMI numbers are abysmal. So why are the markets rallying? Will this "narrow" rally lead the economy back from the brink or will there be another retraction? Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald explain and discuss where we are and where they think the economy is headed. #WeekInReview

https://youtu.be/qjspIc283S8

Employment is historically bad. PMI numbers are abysmal. So why are the markets rallying? Will this "narrow" rally lead the economy back from the brink or wi...

March Home Sales

According to the National Association of Realtors, sales of existing homes fell by 8.5% in March. #MoneyTalkMinute

Virtual NFL Draft Likely To Be Most Bet On Ever

Who's excited? This year’s #NFLDraft will be the most bet-on-ever with online sportsbooks estimating $5 million in wagers. #KnowTheDifferenceMinute

Good News From 60 Miles Away

Originally aired: 4/15/20
#AbbottLaboratories announced today the launch of its 3rd #CoronavirusTest and said it could be screening up to 20 million people in the US for COVID-19 antibodies by June. #KnowTheDifferenceMinute

Want Some Oil For Cheap?

Originally aired on 4/20/2020
#OilFutures are priced on monthly contracts - today, they did something that's never been done before. The May contract closed down 300% and -$38 per barrel. #MoneyTalkMinute

youtube.com

Wisconsin Might Return Slowly Instead of All At Once | Week In Review

In Case You Missed It: This week saw unemployment numbers hit records - and promise to rise. Meanwhile the markets closed the week higher, as word of states returning to work started to be reported. Wisconsin's return may not come all at once - instead it may return slowly. Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss. #WeekInReview

https://youtu.be/xiGTsgbIDxs

This week saw unemployment numbers hit records - and promise to rise. Meanwhile the markets closed the week higher, as word of states returning to work start...

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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  • Connect securely with your wealth manager and client service manager
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  • Comprehensive, custom-tailored wealth management services to each client

  • Fiduciary commitment and fee-only compensation
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    Videos (show all)

    The New Abnormal
    Support For Farmers
    The Tiger King Report Card
    April 2020: Winners & Losers
    Mortgage Forbearance: Hurry Up & Wait
    Coronavirus Booze Sales
    Social Distancing: Are We Heeding The Call?
    How The CARES Act Affects Your Financial Plan
    The Next Must-Have For Safer-At-Home Families
    The Work From Home Timecard
    Ask Annex: Monte Carlo

    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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