FEATURED: We Give Thanks

We asked the members of the Annex Wealth Management Team to let us know what they were thankful for this year.

We got some pretty great responses.


Let’s Do Something Good

Let’s bring smiles to the faces of kids and families who could use a smile.

Annex Wealth Management is again partnering with WSSP radio as a Title Sponsor of the 2017 Toy Drive to Benefit Children’s Hospital of Wisconsin. The station is broadcasting live November 27th through Dec 1st from the drop off spot and Annex Wealth Management will be featured on-air Friday, Dec 1st.

PLEASE, give what you can this holiday season – either by helping us fill our box with toys for the kids who will be spending their holidays in the hospital, or through a tax-deductible check contribution made payable to “Children’s Hospital of WI.”

Toys can be placed in the toy box in our lobby and checks can be delivered/mailed to the Annex Elm Grove office. Checks need to be in prior to noon on December 1st so that we can take them to the Toy Drive with us later that day.

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: Be grateful.

Each week in MoneyDo, we focus on something you can do to try and help improve your financial picture or wealth state of being.

This week, we want to focus on being grateful. It doesn’t matter if you view your life as gift from a Creator or whether you believe you’re simply a bag of chemicals living out a sensory experience, research shows that being grateful is good for you.



Americans Prepare for a Thanksgiving Shopping Spree

As Thanksgiving weekend is only two weeks away, consumers and retailers in the United States are gearing up for what marks the beginning and the peak of the holiday shopping season. Last year, e-commerce sales alone amounted to $12.8 billion for the five-day period between Thanksgiving and the following Monday, known as Cyber Monday these day.

This year’s Thanksgiving weekend is set to shatter sales records once again as more and more Americans seem to see it as the perfect occasion to hunt for bargains ahead of Christmas. According to Nielsen data, 6 in 10 Americans plan to do some shopping on Black Friday and Cyber Monday, when most retailers offer special deals to kick off the holiday season. As our chart illustrates, the nationwide shopping spree is about to start early this year, with 49 percent of consumers planning to shop on Thanksgiving evening.

Source: https://www.statista.com/chart/11791/thanksgiving-weekend-shopping-intentions/



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: New Spirits

Beer makers are hoping for a rebound in sales, but today’s consumers are finding less alcohol – and different varieties of alcohol – more to their liking. What impact will that have on the industry? Annex Wealth Managment’s Mark Beck explains.

MoneyDo: Pass Along A Financial Lesson

You’ve learned lessons in your life, lessons that could help your loved ones avoid traps and pitfalls. Take some time and intentionally share a story or two of a lesson you’ve learned.

Caller Question: Why Does It Matter If My Advisor Gets Paid Off Commissions?

A caller wonders why Annex Wealth Management expresses concerns about commissions – why would it matter if the commission isn’t coming out of the buyer’s pocket?

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy.  You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included. CLICK HERE FOR DETAILS

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico. CLICK HERE FOR DETAILS

There’s a significant difference between

financial advisors. Know The Difference™

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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