Annex Cares

Recently voted one of Waukesha County’s Top 10 Businesses and Business Journal’s Fastest Growing Firms, Annex Wealth Management’s presence and service model continues to garner accolades and attention.

In the midst of these milestones, we’re honored to support area institutions and charities, like the Elm Grove Police Department and Village of Elm Grove, Milwaukee Police Association, Cristo Rey Jesuit High School Milwaukee, St. Anthony on the Lake, St. Paul’s Grafton, St. Mary’s Visitation School, Arrowhead High, Marquette University High School, and Notre Dame Schools of Milwaukee.


2016 Toy Drive for Children’s Hospital

Mark Oswald appeared on WSSP’s “The Big Show” December 2 on behalf of Annex Wealth Management and its clients to present the 10th Annual 2016 Toy Drive for Children’s Hospital with toys and checks totaling more than $10,000.

The hosts of “The Big Show” were moved by Mark’s presentation. Co-host (and former Badger and Packer) Gary Ellerson commented on how Annex Wealth Management’s community involvement extended beyond the Toy Drive and into other charitable activities, including the Lombardi Cancer Foundation Golf Outing.

Mark referred to the many hearts and lives changed by Children’s Hospital, including his own personal story of being a parent with a child who has been the benefactor of the great work of the staff at the hospital.

Listen to Mark’s appearance (which continues through the 6 minute mark) by clicking here.


Blood Drive

Annex Wealth Management’s fourth blood drive was a busy success. We encouraged folks in our neighborhood, along with members of our team, to give.

2015 Toy Drive for Children’s Hospital

At Christmastime of 2015, Annex Wealth Management, through its advisors, representatives, employees, staff, strategic partners, and clients, donated more than $9,000.00 worth of toys and checks to the 2015 Toy Drive for Children’s Hospital.

Annex Wealth Management signs a five-year title sponsorship deal for the Lombardi Golf Classic

Annex Wealth Management is proud to announce a five-year title sponsorship of the Lombardi Golf Classic. This historic sponsorship for the organization will culminate in 2020, Vince Lombardi Cancer Foundation’s 50th anniversary year.

“Vince Lombardi Cancer Foundation’s advocates understand the power of team as much as we do – nearly as much as Lombardi himself did. Our team is proud to work with their team – and with their advocates – to be the difference in people’s lives,” said Spano.


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