In The News

Annex Wealth Management selected as Milwaukee Business Journal’s “Fastest Growing Firm”!

In a ceremony held August 13 at The Pfister in Milwaukee, 31 firms from many sectors, including high tech, manufacturing, real estate, and insurance, were honored for their growth from 2012 to 2014.

Annex Wealth Management garnered the title of “Fastest Growing” with a growth rate of nearly 195% – an announcement that drew gasps from the gathered businesses.

Dave Spano, Annex Wealth Management’s President & CEO, was on hand to receive the award, and was invited to the ceremony dais to provide insightful answers to a few questions posed by the ceremony’s host.

Spano credited a culture based on communication, a team of professionals who rely on each other, and a tireless pursuit of excellence for Annex Wealth Management’s success.

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

 


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