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Wealth Manager Opens New Milwaukee Office

Robbie Lawther

2 July 2018

Wisconsin-based Annex Wealth Management, an advisory and wealth management firm, has opened a new Milwaukee office.

The new office overlooks Wisconsin Avenue. It is the fifth office location for Annex, which also has offices in Appleton, Delafield, Elm Grove and Mequon, media reports have said.

“We’ve had nothing but positive feedback since we’ve opened our doors at The Pfister. 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,” said David Spano, president and chief executive of Annex Wealth Management. “Being a part of one of Milwaukee’s iconic landmarks 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.”