Annex Wealth Management

10/18/2026

The Great Annex Tumbler Tour!
📍 Naples, FL

10/18/2026

Enjoy Fall Colors & Golden Years. Plan Well.
Get Started Here: https://hubs.li/Q04zDpgt0

10/17/2026

WOMEN & WEALTH | What Women Need to Know About Divorce
November 14 @ 9:00 am - 12:00 pm

Join us at our Brookfield location for this informative and educational workshop.
Can’t attend in person? This event will be live-streamed! Select the virtual option in your registration and a link will be sent to you 1 hour before the event begins.

Register: https://hubs.li/Q04zC9TX0

10/16/2026

Scams, Frauds & Deepfakes Smart Rules Every Family Needs to Know Now
BROOKFIELD | November 2 @ 6:00 pm - 7:30 pm

Scams today are more sophisticated, more personal, and more convincing than ever before — especially with the rise of artificial intelligence and deepfake technology. From romance scams and fake investment opportunities to impersonation fraud and AI-generated voices, even smart, cautious people are becoming targets.

This engaging event explores how modern scams work, why they are so effective, and the practical steps families can take to better protect themselves, their finances, and their identities.

Register: https://hubs.li/Q04z-SSc0

10/15/2026

The Great Annex Tumbler Tour!
📍 Madison, WI

10/15/2026

Join our Navigating The Markets: Midterm Election Edition webinar TODAY at 1:00 pm!

Register: https://hubs.li/Q04yQMSm0

10/14/2026

10/14/2026

Annex Wealth Management Acquires Marietta Investment Partners

Marietta’s seven-person team, its in-house portfolio management practice and its institutional client business join Annex, bringing the firm to over $9 billion in assets under management.

FOR IMMEDIATE RELEASE Marietta’s seven-person team, its in-house portfolio management practice and its institutional client business join Annex, bringing the firm to over $9 billion in assets under management BROOKFIELD, Wis., October 14, 2026- Annex Wealth Management, a fee-only fiduciary registe...

10/14/2026

Dave Spano on WISN talking about how politics could affect investments and where some opportunities might be.

Annex Advisory Services, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management ® (“Annex”). The information provided is intended solely for informational and educational purposes and should not be construed to be the basis of any investment, legal, tax or other professional advice. The information provided is general in nature and not person specific. Investments involve varying degrees of risk including the potential loss of principal. Laws vary state by state and are subject to constant change. Economic developments could dramatically alter the information provided in this material. Please consult with your advisor(s) and perform due diligence prior to making any decisions.

10/14/2026

Join us today @ 9 for Instant Insight: Inflation Trends

A thief in your savings? You may have installed many safeguards to protect your money, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money.

Register: https://hubs.li/Q04zDYgb0