As a proud sponsor of the Vince Lombardi Cancer Foundation, Annex Wealth Management plays an active part in the Foundation’s annual golf outing and gala. The golf event attracts supporters from around the country, including both current and past members of the Green...
Annex Wealth Management’s estate planning attorney Rich Behrendt was recently quoted in several national publications about the unexpected death of pop megastar Prince. It appears that Prince died without an estate plan, which will likely cause chaos and confusion for...
Deanne Phillips, CFP®, Annex Wealth Mangement’s Director of Client Learning and Development, appeared on Fox6’s “Studio A Team” to talk about the sandwich generation – a group of American adults between the ages of 40 and 59 who are...
For 25 years, Shepherd Express has turned to its readers to vote for the “best” the city has to offer: in food, retail, health, education, politics, and financial advice. In 2015, Milwaukee voted Annex Wealth Management the area’s best “Socially Responsible Investment...
Tom Parks, Annex Wealth Management’s Director of Retirement Plan Services, spends a portion of his professional career informing and educating folks on topics ranging from ERISA guidelines to Financial Wellness. But when he’s not at work, Tom taps into his experience...
Annex Wealth Management welcomed local and state officials, along with valued clients, as the Waukesha Chamber of Commerce held a ribbon cutting ceremony for Annex Wealth Management’s Lake Country Branch Office. Guests toured the stunning facility, enjoyed food...
