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Rich Behrendt Featured In Bloomberg News
As President-elect Donald Trump builds his team to make policy in the White House, he has sought to divest himself from the demands – and potential conflicts – of his many businesses. Recently, Bloomberg Big Law Business decided to write an article on this intriguing...
In Volatile Times, The Media Turns To Annex Wealth Management For Insight
If you’re looking for evidence that Annex Wealth Management’s team is a trusted source for insight and advice, Wednesday, November 9 is a great example. The unexpected election of Donald Trump as President of the United States left many pollsters, pundits, and...
4 Strategies For Turning Your Savings Into Your First Million
4 Strategies For Turning Your Savings Into Your First Million It might not be what it used to be, but saving a million dollars still carries an air of accomplishment. For many in the Two Comma Club, attaining their goal was the result of some discipline, wise...
What Is National Estate Planning Week?
In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning...
6 Insights On How To Avoid Running Out Of Money In Retirement
6 Insights On How To Avoid Running Out Of Money In Retirement A recent survey[1] indicates that 1 in 4 Americans is worried about running out of money in retirement. At Annex Wealth Management, we’ve been working with people for years, sitting on the same side...
Mirror, Mirror, On My Financial Wall: Why Calculating Your Net Worth Is Important
Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will give you a clear picture of your financial health, and help you quickly determine whether you’re...
Meet Annex Wealth Management’s Director Of Estate Planning – Rich Behrendt, J.D.
Rich Behrendt, Annex Wealth Management's Director of Estate Planning, discusses his background and how much he enjoys helping people.
Having A Plan for Market Volatility Can Help You Sleep Better
Having A Plan for Market Volatility Can Help You Sleep Better For savers and investors, one of the things that can keep you up at night is market volatility. During the financial crisis of 2008 or the dot-com bust of 2000-2002, many people had sleepless nights...
Fox 6 Welcomes Deanne Phillips For Money Smart Week
Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips joined the “Studio A” team on Milwaukee’s Fox 6 to talk about encouraging children to save. Deanne showed off a piggy bank with four slots – each with a healthy area where kids can...
Unleash the Power of What's Next
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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