Financial Education & Discovery
One of our core missions is to educate and increase financial awareness.
Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.
Annex produces daily and weekly radio broadcasts, a financial wellness program, weekly newsletter The Axiom, and extensive use of video and social media.
IN-HOUSE CONTENT TEAM
David Spano, CFP®
Managing Director of Wealth
Derek V.W. Felske, CFA®
Chief Investment Officer
Deanne Phillips, CFP®, CDFA®, ABFPsm
Director of Client Learning & Development
Managing Director of Marketing
Marketing Content Manager
Marketing Project Manager
Marketing Automation Specialist
Manager of the Client Service Team
WHAT YOU GET
On The Air
Annex Wealth Management hosts four informative radio programs: “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
We also produce original, minute-long segments that air daily on leading Milwaukee area radio stations.
WHBY | Appleton, WI
The Axiom E-Newsletter
Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers seven interesting investing and wealth management topics.
While some financial professionals would rather have you in the dark about industry facts and practices, we believe true freedom comes through knowledge.
Annex Wealth Management provides financial wellness education for employees and plan fiduciaries – relevant, engaging, direct communication that leads to greater confidence, greater satisfaction, and greater loyalty.
We provide free workshops open to the public on key wealth management topics like “Managing Your Year-End Tax Bill” or “A Woman’s Guide To Preparing For The Unexpected” at our branch offices.
In addition, our clients can attend “Client Education Series” presentations on critical wealth management topics like Long Term Care and Medicare.
The Annex Wealth Management YouTube Channel
Annex Wealth Management’s YouTube channel includes selections from our radio programs, along with informative videos on key topics.
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