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Waukesha County Business Alliance and BizTimes Media Name Annex Wealth Management a Top 10 Business of the Year in Annual Awards Program
Elm Grove, Wis., July 1, 2015. . . . .Annex Wealth Management, a leading independent advisory and wealth management firm, today announced it was named as a 2015 Top 10 Business of the Year by the Waukesha County Business Alliance and BizTimes Media at the Country Springs Hotel in Waukesha on June 11, 2015.
The annual awards program recognizes companies headquartered in southeastern Wisconsin that have demonstrated consistent financial growth and dedication to good business practices. The winners were selected by an independent panel of judges based upon criteria that included financial growth, employee growth, customer focus, employee relations and community service.
Annex Wealth Management has grown 50 percent each year for the past three years and has tripled the number of employees working at the firm for the same time period. The company opened its second office location in Mequon, Wis. in 2013 and plans to open a Lake Country office location in Delafield July 1, 2015.
“We’d like to share this recognition with our clients and employees,” said David J. Spano, president and CEO of Annex Wealth Management. “Our high standards and transparent approach to financial management has positioned us to serve our customers well as they know they are getting independent advice. We remain committed to the communities we serve and look forward to serving new clients as we continue to grow statewide.”
For more information on the awards and its winners, please visit: http://www.biztimes.com/section/WaukeshaTopAwards
For more information on Annex Wealth Management, please visit: http://www.annexwealth.com.
About Annex Wealth Management
Annex Wealth Management, LLC is a broad-based financial service organization with locations in Elm Grove, Delafield and Mequon, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN. For more information, please visit http://www.annexwealth.com.
