Nationally recognized industry veteran bringing extensive expertise to
Annex Wealth Management clients
Elm Grove, Wis., October 20, 2014. . . . .Annex Wealth Management, a fast-growing Wisconsin-based investment advisory firm, today announced the addition of Richard Behrendt, J.D., as director of estate planning services.
“Rich’s extensive experience in estate planning strategies and evaluation adds another dimension to our comprehensive wealth management services. Regardless of the current size of your investment portfolio, estate planning is a critical element in managing net worth for all families and individuals. Rich’s in-depth expertise in developing estate plans, estate planning strategies and related tax considerations will be a valuable resource to our clients in planning their financial future,” said David J. Spano, president and CEO of Annex Wealth Management.
Prior to joining Annex Wealth Management, Behrendt served as senior vice president, director of estate planning for Robert W. Baird & Co., based in Milwaukee, Wis. In this role, Behrendt served as an estate planning resource for over 700 Baird Financial Advisors throughout the U.S. and their higher net worth clients. Prior to joining Baird, he spent 12 years as an estate tax attorney with the Internal Revenue Service (IRS) where he audited estates with $10-$50 million in net worth or more, and also audited gift and fiduciary income tax returns.
Recognized as a national expert on estate planning, Behrendt has been published in leading national and financial publications including Trust and Estates, Journal of Practical Estate Planning, Wealth Management, Financial Advisor, Registered Rep., The Wall Street Journal, The New York Times, USA Today, Business Week, Investment News and On Wall Street. Behrendt has also served as an adjunct professor of law at the University of Wisconsin Law School since 2008.
“I’m proud to join the team of professionals at Annex Wealth Management. I look forward to working with the firm’s clients in offering guidance in their estate plans and financial future,” added Behrendt.
Behrendt will share his estate planning knowledge with listeners during “Money Talk” on Newsradio 620 WTMJ and on “The Annex Wealth Management Investment Show” on News/Talk 1130 WISN, both heard on Saturday mornings throughout Wisconsin.
Behrendt holds a bachelor’s degree from Hunter College of New York City and a J.D. degree from Brooklyn Law School. He is a member of the State Bar of Wisconsin, the Milwaukee Bar Association and the Milwaukee Estate Planning Forum.
About Annex Wealth Management
Annex Wealth Management, LLC is a broad-based financial service organization with locations in Elm Grove 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.
Advisory Services offered through Annex Wealth Management, LLC. Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck Inc. are unaffiliated.
