MILWAUKEE — Elm Grove-based
Annex Wealth Management will open its fifth location and first in
Milwaukee in the Pfister Hotel in downtown Milwaukee.
The advisory and wealth
management firm said the new office is expected to open in October
and will be located on the south end of the hotel, overlooking
Wisconsin Avenue. It will incorporate the historical architecture of
the Pfister while featuring private client meeting rooms and a
state-of-the-art radio studio where the company will produce content
for its weekly radio programs on 620 WTMJ, 1130 WISN, and 1150 WHBY.
downtown is a great place for our new branch. It’s the right place
at the right time for us to meet with current and prospective
clients seeking an advisor who has always been committed to acting
as a fiduciary,” said David J. Spano, president and CEO of Annex
Wealth Management, in a statement.
The company has existing offices
in Appleton, Delafield, Elm Grove and Mequon. It was recently named
one of Financial Advisor’s 50 “Fastest-Growing RIA Firms.” No other
Wisconsin RIA was named to that list.
“Our goal continues to be to
deliver care as unique and iconic as The Pfister Hotel is to
Milwaukee. Being a part of Milwaukee’s premier hotel allows more
accessibility for our clients during the busy work day and provides
a warm, full-service experience in one of Milwaukee’s most treasured
landmarks,” Spano said.