Annex Wealth Management seen in

Forbes Magazine’s 2010 Special Issue: The World’s Leading Companies.

 

BROOKFIELD, WI.  Annex Wealth Management has been included in the Goldline Research list of leading wealth managers of the central United States as published in Forbes Magazine’s 2010 Special Issue: The World’s Leading Companies. 

 

“We are honored to be recognized as one of the outstanding firms in our field and for our commitment to delivering outstanding client service to our clients,” said David Spano, CFP®, and President of Annex Wealth Management.  “We are please to be included among the outstanding firms listed by Goldline Research in a prominent national publication such as Forbes Magazine and are proud to be the only Wisconsin-based firm to be named.”

 

Annex Wealth Management has distinguished itself through a commitment to outstanding customer service as well as leadership in the wealth management industry. Annex is comprised of an experienced team of professionals employing a proactive investment philosophy, providing personalized financial planning, and working on an unbiased, fee basis. 

 

About Annex Wealth Management, LLC

Annex Wealth Management was founded by David J. Spano, CFP® to provide independent, unbiased financial planning and investment management services to individuals, families and businesses.  Mr. Spano is a recent recipient of a 2010 Bravo! Award for entrepreneurship presented by BizTimes.  Members of the firm have also been recognized as Five Star Wealth Managers for client satisfaction in Milwaukee Magazine for the past two years.  Annex Wealth Management is based in Brookfield, WI. 

 

About Goldline Research

Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services company. Goldline Research’s mission is to empower consumer choice by identifying leading professional services providers. Goldline Research evaluates professional services firms and providers throughout the United States using a rigorous, proprietary research methodology.  The company has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies.  Founded in 2004, Goldline Research is headquartered in Novato, California.  For more information, please visit www.leadingproviders.com.