Annex Wealth Management Named Top 10 Business Of The Year

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.

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Listen to one (or more!) of our SIX different radio shows on four different stations. Each week Annex team members share their expertise in areas related to wealth management, as well as comment on trends we're seeing on a daily basis.

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Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | The Early Retirement Checklist | Listen To Us On The Radio!

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Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist

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