What is Annex Wealth Management's contact information?

Annex Wealth Management's contact information: 800-236-1992, +12627866363.

How many employees does Annex Wealth Management have?

Annex Wealth Management has 200 employees.

What industry does Annex Wealth Management belong to?

Annex Wealth Management is in the industry of: Finance, Financial Services, Consulting, Investment Services.

What are Annex Wealth Management's official social media profiles?

Annex Wealth Management Linkedin Page Annex Wealth Management Facebook Page

What tech stack does Annex Wealth Management use?

Some of the popular technologies that Annex Wealth Management uses are: Microsoft Advertising, TVSquared, DoubleClick Floodlight, Mountain, Innovid Advertising Measurement, Facebook Pixel, Google Analytics, Hotjar, HubSpot Analytics, Linkedin Insight Tag, WordPress.

What are Annex Wealth Management's office addresses?

Annex Wealth Management has 9 known office addresses: 17950 W Corporate Dr Suite 300 Brookfield, Wisconsin 53045, US 12200 Corporate Pkwy Suite 800 Mequon, Wisconsin 53092, US 2301 Sun Valley Dr Suite 100 Delafield, Wisconsin 53018, US 2801 E Enterprise Ave Suite 101 Appleton, Wisconsin 54913, US 424 E Wisconsin Ave Suite 2 Milwaukee, Wisconsin 53202, US 1200 John Q Hammons Dr Suite 101 Madison, Wisconsin 53717, US 4901 Tamiami Trail N Naples, Florida 34103, US 1580 S Milwaukee Ave Suite 103 Libertyville, Illinois 60048, US 17950 W Corporate Dr, Suite 300, Brookfield, Wisconsin 53045, Us.

What is Annex Wealth Management's open headcount?

Annex Wealth Management has no job postings yet.

What is the number of ad campaigns for Annex Wealth Management?

Annex Wealth Management has no advertisements yet.

What is the number of recent news articles about Annex Wealth Management?

Annex Wealth Management has 3 news articles.

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Annex Wealth Management

United States · Financial Services

Finance

Financial Services

Consulting

Investment Services

Annex Wealth Management is a fee-only registered investment advisory firm based in Brookfield, Wisconsin, with additional offices in Naples, Florida, and Libertyville, Illinois. Founded in 2001, the firm operates under a fiduciary model, focusing on client-centric financial planning and wealth management services. The firm offers a range of services, including custom portfolio management with various investment options such as stocks, bonds, and mutual funds. They provide comprehensive financial planning, pension consulting, insurance services, and tax planning through their subsidiaries. Annex also offers consultative services for personalized advice on investments, retirement, and estate planning. Annex Wealth Management serves a diverse client base, including individuals, pension plans, charitable organizations, government entities, and corporations. The firm is wholly owned by Dave J. Spano and emphasizes a fee-only compensation model to reduce conflicts of interest.