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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Economic Trends event will help attendees capitalize on disruption
As Donald Trump prepares to return to the White House, he’s promising to shake things up. His administration is planning major policy changes for trade, energy, immigration, spending, regulation and more.
Dave Spano
David Spano founded Annex Wealth Management in 2000 and leads the Elm Grove-based fiduciary wealth management firm as president and CEO
Notable Women in Wealth Management: Amy Kiiskila
Amy Kiiskila is director of wealth strategy for Annex Private Client, a segment of Brookfield-based Annex Wealth Management. She...
Notable Marketing Executives: Greg Batiansila
Greg Batiansila, managing director of marketing for Brookfield-based Annex Wealth Management is at the company’s “center of the voice...
Annex CEO sees a future of growth and continued service
BizTimes Milwaukee: What is your favorite success story?
Spano: Over the last four decades, there have been so many stories...
Time for action?
U.S. economic growth slowed significantly during the first half of the year, but inflation has remained a bit too...
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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?
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.
