262-786-6363

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...

Primary Season & Advisor Season

With the presidential primaries in full swing I can’t help but notice the similarities between the politicians who are essentially engaged in a very public job interview and my advisor peers who endeavor to gain new clients. The similarities might not be completely...

Annex Wealth Management Featured in National Media

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...