Annex Wealth Management expands to Mequon

Special to The Freeman

Dec. 9, 2013

ELM GROVE – Annex Wealth Management, an Elm Grove-based investment advisory firm, on Monday announced it has opened a second office at 1339 W. Mequon Road, Mequon.

The new location will serve clients in Milwaukee’s North Shore and beyond, helping to expand the firm’s state-wide presence, according to a company statement.

“Many of our clients and potential clients expressed the desire for a convenient office location in the North Shore. In addition to the North Shore area, we also serve clients in Green Bay, Sheboygan, the Fox Valley and all along the Interstate 43 corridor,” said David Spano, president and CEO of Annex Wealth Management. “The new Mequon office will be a more accessible option for our clients in these areas.” 

“We look forward to bringing our fiduciary wealth management relationships and proactive, core-and-tactical investment strategy to many more families and individuals in Wisconsin and are excited about our growth,” he added.

The Mequon office will be headed by Jeff Schouten, who will be the branch director. Schouten is a native of the Milwaukee area with over 35 years of business experience, most notably with MillerCoors in Milwaukee and Chicago, according to the statement.