Annex Wealth Management is a privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin, as well as an office in Libertyville, Illinois and Naples, Florida. The firm is committed to operating under the fiduciary standard – which means it must act in the best interest of its clients.
The Team
Everyone in the financial industry throws around the term “team,” but one of the true differences here at Annex Wealth Management is what team means to our clients. Our wealth management team of nearly one hundred professionals has decades of wealth management experience, and has garnered critical certifications and achievements like CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Analyst® (CFA®), Certified Public Accountant (CPA), Chartered Retirement Plans Specialist (CRPS®), Certified Investment Management Analyst (CIMA®), Certified Divorce Financial Analyst® (CDFA®), and Juris Doctor (JD).
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
How We Work With You
Financial & Retirement Planning
Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.
Investment Management
Our investment team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities. We focus on balancing risks and protecting portfolio withdrawal needs for our clients in retirement.
Insurance Assessment
We’ll help evaluate insurance needs and the most efficient methods to address financial risks. Based on objective planning, we can help review your existing insurance policies.
Tax Preparation & Planning
Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.
Estate & Legacy Planning
One-size-fits-all estate plans don’t exist, at least not here. Annex Wealth Management learns your unique circumstances, and with the help of our estate planning attorney, guides you through the process.
Financial Education & Discovery
Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.
401(k) Plans For Business
Managing a retirement plan that does what’s best for your employees isn’t just a positive goal – it’s what the government requires. We’ll help you fully understand and carry out what’s required.
Executive Financial Counseling Benefit For Business
Improve retention and morale by providing your executives access to tailored wealth management advice.
Devoted To Difference Makers.
The Annex Charitable Foundation provides financial support to existing charitable “difference makers.”
Putting Our Money Where Our ♥ Is
Annex directs profits from client insurance sales to the Annex Charitable Foundation.
Featured Insights
REAL STORIES. REAL CLIENTS.
“It’s peace of mind for myself and my family.”
– Dan, Client
Meet with us at any of our convenient locations or wherever you are with Annex Everywhere.
Elm Grove
Headquarters
12700 W. Bluemound Rd., Suite 200
Elm Grove, WI 53122
Pfister
Branch Office
424 E. Wisconsin Ave., Suite 2
Milwaukee, WI 53202
Appleton
Branch Office
2801 E. Enterprise Ave., Suite 101
Appleton, WI 54913
Lake Country
Branch Office
2301 Sun Valley Drive, Suite 100
Delafield, WI 53018
Mequon
Branch Office
12200 Corporate Parkway, Suite 800
Mequon, WI 53092
Madison
Branch Office
1200 John Q Hammons Drive, Suite 101
Madison, WI 53717
Naples
Branch Office
4851 Tamiami Trail N., Suite 200
Naples, FL 34103
Libertyville
Branch Office
1580 South Milwaukee Avenue, Suite 103
Libertyville, IL 60048
Annex Everywhere
Serving the needs of our Clients
AWARDS & RECOGNITIONS
Meet the Team
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using state-of-the art technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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