Annex Wealth Management Named Top 10 Business Of The Year

Annex Wealth Management has been named a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media.

The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial growth and dedication to good business practices. The winners were selected by an independent panel of judges based upon criteria that included financial growth, employee growth, customer focus, employee relations and community service.

The Top 10 award is just the latest accolade the firm has garnered. Annex Wealth Management has grown 50 percent each year for the past three years and has tripled the number of employees working at the firm for the same time period. The company opened its second office location in Mequon, Wis. in 2013 and plans to open a Lake Country office location in Delafield July 1, 2015.

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Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

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Macro & Market Musings – 4/24/26

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

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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.

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A Look At What’s Happening
From Annex Wealth Management

Annex Wealth Management Named Top 10 Business Of The Year

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Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management