In The News

Axiom Vol 105

Who’s Buying Your Smartphone Location Data? | We’re Now Open In The Pfister Hotel In Downtown Milwaukee | MoneyDo: Celebrate Your Freedom | Poll: July 4th – What Do You Know? | Want A Ton Of Social Media Followers? | Facebook Fact Checking. Too Much For Humans. | The “Four Levers” To Achieving A Financial Goal

7/1/18

We’re Now Open In The Pfister Hotel In Downtown Milwaukee

The team at Annex Wealth Management celebrated the opening of its newest branch office, which is located inside the Pfister Hotel in Milwaukee. READ MORE

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is:
Celebrate Your Freedom

We hope you take some moments to relax, enjoy time with others, and spend at least a few minutes of reflection celebrating the freedom we enjoy.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

BEST OF OUR RADIO PROGRAMS

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.

Know The Difference™ Minute: Want A Ton Of Social Media Followers?

It’s easy. Just buy them.

Know The Difference™ Minute: Who’s Buying Your Smartphone Location Data?

Turns out, a TON of companies. Not anymore.

Know The Difference™ Minute: Facebook Fact Checking. Too Much For Humans.

Bring on the artificial intelligence.

The “Four Levers” To Achieving A Financial Goal

Randy Winkler, Financial Planning Manager at Annex Wealth Management, discusses the ‘Four Levers’ to achieving a financial goal.

Ask Annex

There’s a significant difference between

financial advisors. Know The Difference™

Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 105

We’re Now Open In The Pfister Hotel In Downtown Milwaukee

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: Want A Ton Of Social Media Followers?

Know The Difference™ Minute: Who’s Buying Your Smartphone Location Data?

Know The Difference™ Minute: Facebook Fact Checking. Too Much For Humans.

The “Four Levers” To Achieving A Financial Goal

Ask Annex

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management