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.
“Existing clients are asking us to move further west,” he said. “There’s demand from our client base that extends as far west as Madison.”
The firm’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.