NOW:53092:USA01012
http://widgets.journalinteractive.com/cache/JIResponseCacher.ashx?duration=5&url=http%3A%2F%2Fdata.wp.myweather.net%2FeWxII%2F%3Fdata%3D*USA01012
19°
H 25° L 19°
Clear | 9MPH

Annex Wealth Management Expands to Mequon

Dec. 12, 2013

Annex Wealth Management, a fast-growing independent investment advisory firm, today announced it has opened a second office location at 1339 W. Mequon Road in Mequon, Wis. The Mequon location will serve clients in Milwaukee’s North Shore and beyond, further expanding the firm’s state-wide presence.

“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 I-43 corridor. 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,” said David J. Spano, president and CEO of Annex Wealth Management.

The Mequon office will be headed by Jeff Schouten, 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.

“Our new location in Mequon offers client’s the same array of financial services and expertise as the Elm Grove office, including a ‘financial health’ assessment, comprehensive financial planning across investments, estate, tax and insurance and developing financial plans that meet the needs and goals of each individual. We will also be hosting our popular Annex Wealth Management seminars covering topics including how to choose a financial advisor, planning for retirement and social security. We look forward to joining the Mequon community and working with our clients in the North Shore area,” said Schouten.

For more information, please visit: http://www.annexwealth.com.

About Annex Wealth Management
Annex Wealth Management, LLC is a premier, independent financial service organization with locations in Elm Grove and Mequon, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN. For more information, please visit http://www.annexwealth.com.

This site uses Facebook comments to make it easier for you to contribute. If you see a comment you would like to flag for spam or abuse, click the "x" in the upper right of it. By posting, you agree to our Terms of Use.

Suburban News Roundup

E-mail Newsletter

Your link to the biggest stories in the suburbs delivered Thursday mornings.


Enter your e-mail address above and click "Sign Up Now!" to begin receiving your e-mail newsletter
Get the Newsletter!

Login or Register to manage all your newsletter preferences.

Community Watch

» Burglary suspects flee police in Brown Deer, crash car in Whitefish Bay 3/25

» Glendale mayoral candidates will debate city issues tonight 3/24

» Initial Reaction Podcast: Is Diamond Stone the greatest ever? 3/24

» The Sprint Episode Three: WIAA state basketball tournament retrospective 3/23

» Whitefish Bay native finishes 46th in Iditarod 3/23

» New bus route running through Brown Deer 3/23

» Proud Brown Deer boys basketbal team claims second state title 3/21

» Brown Deer boys basketball team heads back to state title game 3/20

» Dominican overwhelms Regis in state semifinal 3/19

» Truck being hauled by military convoy strikes overpass in Mequon 3/18

» Atwater Park is getting new playground equipment this year 3/17

» Mequon police identify woman killed in grocery lot as driver's wife 3/17

» Mequon-Thiensville hires new bus company 3/17

» Pedestrian killed by elderly driver in Sendik's parking lot 3/16

» Woman, 85, killed by vehicle at Mequon Sendik's store 3/16

» Homestead High School reverses decision to restructure final exams 3/16

» The Sprint Episode Two: local teams look to defend state basketball titles this week 3/16

» Marshalls opens in Mequon on March 26 3/13

» Germantown boys outlast Homestead, 50-42, in sectional semifinal 3/13

» Green's 3-point buzzer beater helps Tosa East beat Whitefish Bay, 45-43 3/12

» Glendale unveils combined Nicolet, city park complex 3/11

» Student achievement, performance is at top of priority list for Brown Deer School Board candidates 3/11

» Shorewood approves business district master plan 3/10

» Old Navy coming to Bayshore Town Center 3/9

» Gov. Walker signs right-to-work bill in Brown Deer 3/9

View All Posts Got a tip? Welcome rss

Advertisement

Advertisement

Local Business Directory

CONNECT