Annex Wealth Management’s growth is rooted in its comprehensive wealth management services and commitment to fiduciary care, which it already offers through offices in Appleton, Delafield, Elm Grove and Mequon. Services include employing leading-edge technology to provide comprehensive financial planning across investments, estate, tax planning and insurance, with the goal of developing a financial plan designed to meet the needs and goals of each individual.
Annex Wealth Management will start construction on the space in the next few weeks. The new location will incorporate the historical architecture of the Pfister while featuring private client meeting rooms, industry leading technology, and a state-of-the-art radio studio where the company will produce content for its weekly radio programs on 620 WTMJ, 1130 WISN, and 1150 WHBY.
“Our goal continues to be to deliver care as unique and iconic as The Pfister Hotel is to Milwaukee. Being a part of Milwaukee’s premier hotel allows more accessibility for our clients during the busy work day and provides a warm, full-service experience in one of Milwaukee’s most treasured landmarks,” added Spano.
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