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
