Elm Grove, Wis., July XX, 2017. . . . .Annex Wealth Management, a leading Wisconsin-based advisory and wealth management firm, today announced it will open its fifth office location in The Pfister Hotel in downtown Milwaukee. The new office location, expected to open in October 2017, will be located on the south end of the hotel, overlooking Wisconsin Avenue.
“Milwaukee’s revitalized downtown is a great place for our new branch. It’s the right place at the right time for us to meet with current and prospective clients seeking an advisor who has always been committed to acting as a fiduciary.”
David J. Spano

President and CEO of Annex Wealth Management

The announcement of Annex Wealth Management’s new downtown office comes on the heels of the firm being named one of Financial Advisor’s 50 “Fastest-Growing RIA Firms.” No other Wisconsin RIA was named to that list.

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.

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 separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

 


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