In The News

The 13th Annual Toy Drive to benefit Children’s Hospital of Wisconsin

Let’s do something good.
Let’s bring smiles to the faces of kids and families who could use a smile.

Annex Wealth Management is again partnering with WSSP-105.7 FM The Fan Sports Radio as a Title Sponsor of the 2019 Toy Drive to Benefit Children’s Hospital of Wisconsin.

Donate off our Amazon Wish List:

We understand the holidays are busy and not everyone has time to drop off a toy/check at our office. Instead, you can simply choose an item off our Amazon Wish List to donate to the 2019 Children’s Hospital Toy Drive if you prefer:​​​

At the shipping option, select the Gift Registry Address and the toys will ship right to our Elm Grove office, and we’ll take them to the Toy Drive on December 6th.

*The Wish List will close after December 3rd to ensure all toys arrive in time. 

Drop off a toy or check in person:

Tax-deductible checks made payable to “Children’s Hospital of WI” can be dropped off or mailed to the Elm Grove Branch office prior to noon on December 4th

Please mail checks to:

Annex Elm Grove Office

12700 W. Bluemound Rd., Suite 200

Elm Grove, WI 53122

Annex will be part of the live broadcast from the Toy Drive on Friday afternoon (12/6/19). Listen in to 1250AM in Milwaukee or streaming at www.1057fmthefan.com.

We appreciate your generosity and helping to make kids smile!

Read More

Axiom | Vol 511

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

read more
Axiom | Vol 511

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

read more
What Is Direct Indexing?

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.

read more
Smart Habits of Rich Retirees

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.

read more

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.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name