Last updated on March 17th, 2020 at 01:35 pm
Elm Grove-based Annex Wealth Management opened a new office in Naples, Florida, the company announced Thursday.
In addition to bringing its team-based model to Florida, Annex will also extend its community education and financial literacy programs to the Sunshine State, according to a press release. The new office will be the company’s first outside of Wisconsin.
“Our seasoned and knowledgeable team of wealth managers and advisers look forward to offering the Naples, Sanibel Island and Fort Myers area our series of free educational seminars and the expert wealth management services our existing clients have come to know and expect,” said Dave Spano, founder and CEO of Annex.
In September, Annex Wealth Management partnered with University of Wisconsin-Madison to provide financial literacy education to its students, faculty and alumni.
Annex Wealth Management is a fee-only, wealth management firm. The company has six offices throughout the state, including Appleton, Elm Grove, Delafield, Milwaukee, Mequon and Middleton.