Annex Wealth Management to open in Pfister Hotel

Freeman Staff

July 19, 2017

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.  

“Milwaukee’s revitalized 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.