Annex Wealth Management founded by Dave Spano.
Annex begins its public commitment to education and information, hosting its first radio program – “The Investment Show” on WISN in Milwaukee.
Annex Wealth Management’s “Money Talk” debuts on WTMJ in Milwaukee.
Annex moves into its headquarters in Elm Grove, Wisconsin.
Annex expands and opens its first branch office.
Annex expands its services to include 401(k) Services for Businesses.
Annex passes $1 Billion in assets under management.
Annex launches Annex Everywhere, a way to meet online with our team while still experiencing the same elite service delivered in-person.
Annex publishes the first edition of its weekly newsletter, “The Axiom.”
Annex publishes its first video on YouTube.
Annex creates Annex Tax Services, which offers tax preparation services to Annex Wealth Management clients.
Annex surpasses $2 Billion in assets under management.
Annex expands beyond the Midwest and opens a branch office in Florida.
Annex launches Annex Executive, a wealth management benefit for executives.
Assets Under Management Growth Chart