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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 Brookfield headquarters.
Annex produces daily and weekly radio broadcasts, a financial wellness program, a weekly newsletter called The Axiom, along with weekly podcasts and videos.
WHAT YOU GET
On The Air
Annex Wealth Management hosts four informative radio programs: “Money Talk” on WTMJ and WFSX; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY. Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
WTMJ | Milwaukee, WI
WISN | Milwaukee, WI
WHBY | Appleton, WI
WFSX | Naples, FL
Podcasts
The Annex Wealth Management SWOT Podcast
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
The Difference with Dan O’Donnell & Dave Spano
Radio and TV Personality O’Donnell and President & CEO of Annex Wealth Management Dave Spano discuss current events at the intersection of wealth and policy.
The Annex Wealth Management Show
We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
Know The Difference Minute
Hot topics, fresh stories and useful formation; all in 60 seconds.
The Intern Survival Guide
A podcast by college students, for college students. Join us on a journey of discovery as we uncover hidden tools for navigating the professional world.
The Axiom E-Newsletter
Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers 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.
SUBSCRIBE
Free Workshops
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.
BROWSE EVENTS
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.
Find Annex Wealth Management on Spotify
Find Annex Wealth Managment on Facebook
CONTENT PRESENTERS
David Spano, CFP®
Chief Executive Officer
Mark Beck
Chief Growth Officer
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economist
Tom Parks, AIF®, CRPS®
Director of Retirement Plan Services
Deanne Phillips, CFP®, CDFA®, ABFPsm
Director of Client Learning & Development
MARKETING TEAM
Greg Batiansila
Managing Director of Marketing
Emma Sapiro
Supervisor – Marketing Team
Danny Clayton
Senior Media Producer
Bonnie Hittman
Events Manager
Allie Anklam
Content Manager
Lauren Manna
Marketing Generalist
DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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