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.
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.”
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.
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.