Annex Wealth Management has been named a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media.

The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial growth and dedication to good business practices.  The winners were selected by an independent panel of judges based upon criteria that included financial growth, employee growth, customer focus, employee relations and community service.

The Top 10 award is just the latest accolade the firm has garnered. Annex Wealth Management has grown 50 percent each year for the past three years and has tripled the number of employees working at the firm for the same time period.  The company opened its second office location in Mequon, Wis. in 2013 and plans to open a Lake Country office location in Delafield July 1, 2015.

Events

THIS MONTH: Annex + WTMJ Webinars

In this two-part series, presenters from WTMJ and Annex Wealth Management will take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy.

August 15 - Tax Cuts Scheduled To End In 2025: What It Means To Investors

REGISTER →

August 22 - Tax Cuts Scheduled To End In 2025: What It Means To Your Plan

REGISTER →