Financial Education & Discovery
Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.
We leverage technology to reach as many people as possible. We use radio, video, and the expanding digital universe.
Whether it’s a phone call on our radio show or a question from our “Ask Annex” web page, our goal is to provide audiences with useful information.
On The Air
Annex Wealth Management hosts three informative radio programs: “Money Talk” on WTMJ; “The Annex Wealth Management Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
We also produce two original, minute-long segments that air daily on leading Milwaukee area radio
We provide free workshops open to the public on key wealth management topics like “Managing Your Year-End Tax Bill” or “A Woman’s Guide To Preparing For The Unexpected” at our branch offices.
In addition, our clients can attend “Client Education Series” presentations on critical wealth
management topics like Long Term Care and Medicare.
Annex Wealth Management’s YouTube channel includes selections from our radio programs, along with informative videos on key topics.
In addition, we publish “The Axiom,” a weekly e-newsletter that delivers seven interesting investing and wealth management topics.
Annex Wealth Management provides financial wellness education for employees and plan fiduciaries – relevant, engaging, direct communication that leads to greater confidence, greater satisfaction, and greater loyalty.
One of our core missions is to educate and increase financial awareness.
While some financial professionals would rather have you in the dark about industry facts and practices, Annex Wealth Management believes true freedom comes through knowledge.
Annex produces daily and weekly radio broadcasts, a financial wellness program, weekly newsletter The Axiom, and extensive use of video and social media.