Financial Wellness

For Employers


Roots & Wings

You know all about the competitive employment marketplace. Seems like every employer is looking for lasting, innovative benefits to help create a welcoming workplace.

As you sift through the many different benefit options you might offer, remember the most effective benefits often offer two critical attributes: roots and wings.


provide strength, stability, and help feed the employee. An employee with healthy roots is likely to stay longer, approach work with a grounded attitude, and approach what’s ahead with positivity.


allow for innovation and unencumbered thought. Instead of being weighed down by stresses, deadlines, and uncertainty, wings allow your employee to maintain vision, obtain a new perspective, and think freely.

Financial Wellness: Roots For Your Team

A growing number of statistics indicate your employees are concerned about finances – and that worry is affecting their psychological and physical health. 64% of individuals say finances are the largest source of stress in their life. 70% of HR professionals say financial problems impact employee performance.

Stress has been associated with physical problems like a weakened immune system, stomach aches, high blood pressure, hair loss and headaches. It can also cause problems with concentration and teamwork—and ultimately, productivity[i].

Financial wellness offers the opportunity to learn, grow, and work towards a more stable future.

By enhancing financial literacy, encouraging behavior modification, and promoting sound financial thought, you’re equipping your team to dig deeper roots, increase financial stability, and increase their personal growth. It’s more likely they’ll participate in saving for retirement and take advantage of the power of compounding.




Financial Wellness: Wings For You And Your Employees

Deadlines, competition, volatility…the list of challenges to each member of your team is long.

Financial wellness offers the opportunity for your company to soar – by improving ROI. Employers who offer wellness can experience lower healthcare costs, less absenteeism, along with reduced stress and distractions.

Your team can approach its day differently. Reduced stress can lead to more innovative planning and team interaction. Instead of bringing fewer demands into the workplace, it changes how your team looks at those demands. Your perspective changes when you have wings.


Our Legacy As An Educator

Annex Wealth Management’s mission has always included offering free instruction on key financial concepts. We believe an informed person is more likely to understand the value in our fee-only comprehensive wealth management and commitment to a fiduciary standard of care.

For decades, we’ve carried out this part of our mission through radio programs and workshops focused on information and education.

Offering no-cost Workplace Wellness is rooted in our dedication to education, and taps into the talent and content we’ve developed through the years.


The Annex Wealth Management Financial Wellness Program

Annex Wealth Management’s highly-effective, event-driven wellness program provides interactive instruction in personal finance & investing fundamentals.

When you work with us, your team will experience instruction through online Financial Modules (available on mobile phones), and “Lunch and Learn” in-person Workshops.


They’ll be able to choose from over 200 topics, like

  • Establishing a Budget
  • Using Credit Wisely
  • Creating a Financial Plan
  • Understanding Stocks and Bonds
  • Planning for Retirement
  • Financing a major purchase
  • Saving and Investing
  • Managing Risk

We can support you with a customized program designed for you and your employees. Perhaps you’d like your financial wellness program to connect to other company benefits – such as a physical wellness program.







Get Your Know The Difference™ Score

This is what your employees will have access to. The Know The Difference™ Score gives you a snapshot of where you are on your path to Financial Wellness, and lets you understand where you stand compared to an anonymous group of Know The Difference score seekers. Try it out!


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Do you have any question or want to learn more about Annex Wealth Management’s Financial Wellness program? 

Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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