In The News

We Give Thanks

We Give Thanks

Members of Annex Wealth Management's Team Share What They're Thankful For “Gratitude is not only the greatest of virtues, but the parent of all the others.” ~ Cicero

Patrick Noble

  1. My wife Susan, and boys Harrison and Robert.
  2. Very thankful for my faith in God
  3. Thankful to work with a great team of people and that we help people each and every day.

Lee Ann Bittner

  1. My Family
  2. My good health
  3. The four seasons

Amy Bremmer

  1. My husband – his extreme patience is what makes our marriage strong; his humor makes our lives fun
  2. Knowledge & learning – through formal education, traveling & experiencing different cultures
  3. Gainful employment – we have been blessed with good jobs.  We earn a living wage, have food on the table and a roof over our heads.  Not everyone in the world can say that.
  4. Green Bay Packers

Stephanie Emons

  1. My son’s curiosity and vibrancy
  2. Vitamin C
  3. A new chapter of Harry Potter movies
  4. Egg Nog & Christmas cookies

Mike Venturini

  1. Our Clients and the Service we provide
  2. Our Team Approach
  3. Giving back to the community

Susan Felton

  1. Faith
  2. Family
  3. Friends

Melissa Case

  1. My health so I can do all the physical activities I enjoy.
  2. My parents who have supported me in all the stages of life.
  3. Being able to experience the joys (and pains) of parenting two great kids.

Andrea Schwenker

  1. My healthy Baby Boy & Family
  2. I’m thankful for laughter – it makes for a better day!
  3. Today, because it’s a new adventure

Greg Batiansila

  1. So many good people around me
  2. Spectacular Fall weather
  3. Mercy

Deanne Phillips

  1. Daily I’m thankful for my family and their support and love.
  2. I’m thankful for a strong support chain of fabulous friends and co-workers who are caring and not afraid to respectfully but passionately stand up for their values.
  3. I’m thankful that my parents and grandparents believed in me and taught me that life is what we bring to it.  At all this we should be kind and do good work.  This is what I hope my little girl carries with her.

Susan Gonzalez

  1. Our Drive for excellence
  2. Collaborative Ideas becoming implemented
  3. Working with a Management Team that sees us as individuals

Read More

Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

read more
Axiom | Vol 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

read more
Whose Name Goes First On A Joint Tax Return?

Whose Name Goes First On A Joint Tax Return?

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

read more
Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

read more

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name