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 Wealth Management can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN.