In The News

Axiom Vol 110

Inside: Annex Wealth Management Named To Financial Advisor’s 2018 RIA Ranking | MoneyDo: Review Your 401(k) Contribution | Annex Events: Retirement Roadmap | Last Week’s Axiomaphic Poll Results: We’ve Got Chick-Fil-A On Our Minds | Smile, You’re On Rideshare Camera! | ICYMI: 2018 Lombardi Golf Classic: Dave Spano & Paul Coffman Interview | Saving The Family Cabin

8/5/18

FEATURED: Annex Wealth Management Named To Financial Advisor’s 2018 RIA Ranking

Annex Wealth Management continues to grab national attention, this time for being named to Financial Advisor’s 2018 RIA Ranking – only one of three Wisconsin firms in the annual ranking’s top 200 firms based on assets under management. 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:
Review Your 401(k) Contribution

Do you know how much you’re contributing to your 401(k) account? Many Americans aren’t sure. In fact, about 2/3 of Americans aren’t even invested in their company’s 401(k) or retirement plan. If you aren’t invested, you should start as soon as you can.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Last Week’s Axiomaphic Poll Results:

We’ve Got Chic-Fil-A On Our Minds

Missed this poll? Take it HERE

ANNEX EVENTS

Retirement Roadmap

September 11, 2018
6:00pm – 7:30pm
Annex Wealth Management
Mequon Branch Office

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: Smile, You’re On Rideshare Camera!

The Uber/Lyft driver who broadcast 700 of his rides.

KIn Case You Missed It: 2018 Lombardi Golf Classic: Dave Spano & Paul Coffman Interview

Dave Spano had a chance to catch up with former Packer Paul Coffman at the 2018 Lombardi Golf Classic presented by Annex Wealth Management.

Saving The Family Cabi

Mandy Nowaczynski, Tax Planner, and Ron Johnson, Senior Financial Planner at Annex Wealth Management cover some of the things to consider with a legacy asset like a family cabin or cottage.

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 110

FEATURED: Annex Wealth Management Named To Financial Advisor’s 2018 RIA Ranking

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Last Week’s Axiomaphic Poll Results:

We’ve Got Chic-Fil-A On Our Minds

ANNEX EVENTS

Retirement Roadmap

September 11, 2018 6:00pm – 7:30pm Annex Wealth Management Mequon Branch Office

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: Smile, You’re On Rideshare Camera!

KIn Case You Missed It: 2018 Lombardi Golf Classic: Dave Spano & Paul Coffman Interview

Saving The Family Cabi

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

September 11, 2018
6:00pm – 7:30pm
Annex Wealth Management
Mequon Branch Office

A Look At What’s Happening
From Annex Wealth Management