Annex Wealth Management
Annex Wealth Management LLC is a national financial advisory firm headquartered in Elm Grove, WI. The firm has $4.6 billion under management and employs 61 people. The firm caters to 15,013 clients of varying types, but focuses mostly on individuals.
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Fresh Digs: Annex Wealth Management
Owner: Sentinel Real Estate Corp.
Architect: GROTH Design Group
Contractor: Venture Construction Group
Costs: Undisclosed
Completed: January 2024
Annex Wealth Management in January moved...
Positive Jobs Report, Bad News For Interest Rates
Good news is bad news. A positive jobs report likely means that the Fed will delay interest rate cuts – Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Sticking the soft landing?
Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts.
Generac CEO highlights speaker lineup for 2024 Economic Trends event
Aaron Jagdfeld, the president and chief executive officer of Town of Genesee-based backup power generation product manufacturer Generac, highlights...
Metro Milwaukee office real estate market weakens in Q3
The metropolitan Milwaukee office real estate market weakened during the third quarter with the market's vacancy rate rising to...
Building Future Leaders: Annex’s Culture of Inspiring Action and Impact
It’s important for aspiring leaders to know that leadership is not based on a title.
Leadership is based on your...
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Authenticity drives Annex growth
BizTimes: How does Annex foster innovation?
Dave Spano: “We’ve built a flat organizational structure, which has allowed us to pay...
2023 Mid-Year Economic Report: Hope for a soft landing
In addition to being a devastating health emergency, the COVID-19 pandemic sent shockwaves through the economy that are still...
Is it over?
Is the earnings recession over even before an economic recession has begun? Maybe, but probably not.
A pregnant pause?
The key question is whether lower inflation will stick. It probably will.
