Annex Wealth Management to open downtown office at
The Pfister


“Milwaukee’s revitalized downtown is a great place for our new branch. It’s the right place at the right time for us to meet with current and prospective clients seeking an advisor who has always been committed to acting as a fiduciary,” said David J. Spano, president and CEO of Annex Wealth Management. READ MORE

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is: Review what you’re actually paying for your annuity.

Many annuities are complex financial instruments accompanied by complex paperwork detailing how they work and the spiderweb of fees associated with them.



Average Hours Spent Per Day On Activities

The Department of Labor in June released a survey, called the American Time Use Survey, on how much time Americans spend working, sleeping, and a host of other activities. Nearly 10,500 people were surveyed by the Labor Department nationwide for this latest report.

The survey found that Americans spent just over 4.5 hours each weekday working in 2016, an increase of 8 minutes from the previous year. Meanwhile, the average amount spent sleeping fell by 5 minutes from the year before, to 8.5 hours per day.

Source: Department of Labor; American Time Use Survey June 2017

Annex Wealth Management Chalet for the Milwaukee Air & Water Show

Annex Wealth Management clients enjoyed up-close seating at the Annex Wealth Management Chalet for the Milwaukee Air & Water Show, which featured many incredible pilots and vintage planes. The show’s star attraction was the Blue Angels, who delivered a jaw-dropping performance for everyone.

Annex Wealth Management loves spending time with clients and treating them to events throughout the year. Stay tuned for more…


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

Know The Difference™ Minute:
Will History Repeat Itself Again?

Sometimes history repeats itself with remarkable precision. Annex Wealth Management’s Dave Spano talks about Major League Baseball’s All-Star Game, the S&P 500, and the future.

What’s “Peak Auto”? Is it like “Peak Oil”?

Annex Wealth Management’s Dave Spano and Mark Oswald discuss the meaning of the term “Peak Auto” and how it compares to the term “Peak Oil.”

What’s Earning Season & What Does Forward Guidance Have To Do With It?

Annex Wealth Management’s Dave Spano and Mark Oswald help define “earning season” and how it helps investors make decisions about the markets and individual securities, and the importance of “forward guidance” to investors.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122