Dave Spano - Annex Wealth Management
Dave’s 38 years of experience in the financial services industry has helped to shape the vision behind the establishment and growth of Annex, an elite fee-only fiduciary financial services firm. Under Dave’s direction, Annex Wealth Management® brings together high-quality, client-focused professionals from the investment advisory, retirement, tax and estate planning fields to form a client service team prepared to meet the financial needs of people, businesses, and non-profit organizations.
Authenticity drives Annex growth
BizTimes: How does Annex foster innovation?
Dave Spano: “We’ve built a flat organizational structure, which has allowed us to pay attention to the insights and...
How challenging times created new millionaires
The economic crisis we’ve faced over the past year resulted in negative outcomes for many businesses and families. But as we recover, many are...
No time to coast: tax planning in 2020
Over the years, I’ve learned that many folks use these last weeks of the year to pay more attention to taxes and the steps...
Plan on being truly older and wiser
Older adults continue to control an increasing amount of America’s wealth. It’s just more indication that time is often the most powerful component when...
You deserve to know
Over 30 percent of people in a recent survey had no idea how their financial professional is compensated. That’s up from 28 percent last...
Big life moments may mean complex financial decisions
Most of us face moments in life when we must make a critical financial decision, like buying a home, considering a key investment, or...
Proper planning may help peace of mind in a crisis
What’s causing you the most stress amidst this health crisis? A recent poll indicated the top four concerns are emergency savings, job security, income...
Markets tend to overreact to virus news
It seems like everywhere I’ve been the past few days – from my son’s basketball game to the television and radio news outlets who...
We’re not all above average
Through the decades that I’ve been working as a financial advisor, my team has encountered some people who just have a knack for managing...
Preparing for the storm
Our weather’s a little chillier, and whether you’re attending a football game, picking apples, or on an autumn stroll, there’s no denying it: we’re...
The SECURE Act should raise questions about your plan
A piece of legislation that recently passed the House of Representatives could have a significant impact on your retirement planning. The Setting Every Community...
Do you manage your money like a millionaire?
Many of these behaviors seem obvious, like spend less than you can afford.
