FEATURED: Annex Wealth Management Featured in Investment News

Investment News turned to Annex Wealth Management’s Director of Estate Planning for insight in two separate articles recently. READ MORE


The Age of Tech

The Age of Tech ten years ago, the smartphone as we know it wasn’t available, Facebook was still in its infancy and ExxonMobil was worth six times as much as Apple.
Last Friday, for a brief period of time, Apple, Alphabet (Google), Microsoft, Facebook and Amazon were the five most valuable publicly traded companies in the world, pushing ExxonMobil, the long-time leader in this category to sixth place. Although the oil company is back in the Top 5, who makes the list shows how important the digital economy has become over the past few years.

Source: https://www.statista.com/chart/5403/most-valuable-companies-2006-vs-2016/


Dave Spano & Rich Behrendt, J.D. Discuss Annex Wealth Management’s 
Upcoming Workshops

Annex Wealth Management’s President and CEO Dave Spano, CFP discusses why Elder Financial Abuse is an important and timely topic with Rich Behrendt, J.D., Annex Wealth Management’s Director of Estate Planning.

Protecting Yourself (Or An Aging Parent) From Elder Financial Abuse
Learn about warning signs that an aging parent or other loved one may be the victim of elder financial abuse.
September 13 @ 6pm-7:30pm Mequon Branch OfficeREGISTER 
September 15 @ 6pm-7:30pm Elm Grove OfficeREGISTER
September 20 @ 6pm-7:30pm
Appleton OfficeREGISTER

Family Wealth Preservation
Learn about the importance of core estate planning documents, including: wills, trusts, powers of attorney and health care directives.
October 6 @ 6pm-7:30pm Lake Country Office REGISTER
October 13 @ 6pm-7:30pm Elm Grove OfficeREGISTER


Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

Is The U.S. Facing An Economic Bubble?

Annex Wealth Management’s Chief Investment Officer Derek Felske, CFA joins Josh Dukelow on WHBY to discuss whether our economy is in a bubble.

There’s a significant difference between

financial advisors. Know The Difference™

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