Dave Spano Named To 3 Powerful Lists

Annex Wealth Management is proud to announce that Chief Executive Officer, Dave Spano, has recently been honored by being simultaneously named to 3 influential lists.

Wisconsin 275 | BizTimes
“Wisconsin 275 highlights the 275 most influential executives in different economic sectors throughout the state. This immense, year-long research initiative by the editors of BizTimes Milwaukee has resulted in a personal, engaging look at the state’s most influential business leaders.” Learn more: https://biztimes.com/wisconsin275/list/

Wisconsin’s Titan 100 | Titan 100
“The Wisconsin Titan 100 program recognizes the top 100 CEOs & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion.” Learn more: https://www.titan100.biz/wisconsin-titan-100/

Milwaukee-Area 100 Power Brokers | Milwaukee Business Journal
“These are the people who others turn to when they need to get something done, whether it’s a business deal, community project or raising money for a great cause. We all know who they are and always pick up the phone when they call or return their text when they ask us to get involved in an important effort.” Learn more https://www.bizjournals.com/milwaukee/news/2024/01/24/see-full-list-of-100-milwaukee-area-power-brokers.html

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Axiom | Vol 514

Axiom | Vol 514

Week In ReviewEarnings Near Historically High LevelsEarnings continue to shine broadly across the market, jobs numbers show continued good news, and...

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Axiom | Vol 514

Axiom | Vol 514

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

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