Our History

2000

Annex Wealth Management founded by Dave Spano.

2002

Annex begins its public commitment to education and information, hosting its first radio program – “The Investment Show” on WISN in Milwaukee.

2006

Annex Wealth Management’s “Money Talk” debuts on WTMJ in Milwaukee.

2012

Annex moves into its headquarters in Elm Grove, Wisconsin.

2013

Annex expands and opens its first branch office.

2014

Annex expands its services to include 401(k) Services for Businesses.

2015

Annex passes $1 Billion in assets under management.

2015

Annex launches Annex Everywhere, a way to meet online with our team while still experiencing the same elite service delivered in-person.

2016

Annex publishes the first edition of its weekly newsletter, “The Axiom.”

2016

Annex publishes its first video on YouTube.

2018

Annex creates Annex Tax Services, which offers tax preparation services to Annex Wealth Management clients.

2019

Annex surpasses $2 Billion in assets under management.

2019

Annex expands beyond the Midwest and opens a branch office in Florida.

2019

Annex launches Annex Executive, a wealth management benefit for executives.

Assets Under Management Growth Chart