Annex Wealth Management to open Delafield office

Order Reprint
Learn more about:

Subscribe to BizTimes Daily โ€“ Local news about the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin.

Elm Grove-based Annex Wealth Management LLC plans to open an office in the Lake Country area in western Waukesha County. The firm is in negotiations to lease 3,200 square feet of office space in the Purity Building at 2301 Sun Valley Drive in Delafield.

This would be the third office for Annex Wealth Management. The firm opened a Mequon office about a year ago.

Existing clients in the western part of the region are urging Annex Wealth Management to add an office in the Lake Country area and the firm sees additional under-served demand in that area, said chief executive officer and president Dave Spano.

- Advertisement -

โ€œExisting clients are asking us to move further west,โ€ he said. โ€œThereโ€™s demand from our client base that extends as far west as Madison.โ€

The firmโ€™s Lake Country office will have eight employees. Annex currently has 53 employees company-wide, Spano said.

Annex also plans to open an office in the Appleton area, he said.

What's New

BizPeople

Sponsored Content

Future 50 Award Applications Due This Friday - Apply Today

Close the CTA

Holiday flash sale!

Limited time offer. New subscribers only.

Subscribe to BizTimes Milwaukee and save 40%

Holiday flash sale! Subscribe to BizTimes and save 40%!

Limited time offer. New subscribers only.