Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
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Annex Wealth Management names new president and COO
Brookfield-based Annex Wealth Management announced that Jeff Pierce has been named the firm’s new president and chief operating officer.
Pierce...
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?
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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...
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.