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Annex Wealth Wins “Best Of Milwaukee” Award

Annex Wealth Wins “Best Of Milwaukee” Award

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...
“We do good work.  We do honorable work.”

“We do good work. We do honorable work.”

My Annex Wealth Management Colleagues and Friends – As some of you know, yesterday I lost my father after a brief, but grueling, battle with cancer.  After a 30-some year career as an accountant with a manufacturing firm, my dad took the Series-7 exam at the age...