Annex Wealth Management, based in Elm Grove, Wisconsin, is planning to expand its footprint by launching its third office in Delafield.
The new office, which is scheduled to open on 1 July 2015, will have three employees and will be led by John Bodden, according to a BizTimes report.
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The firm has already opened an office in Mequon in 2013, as well as plans to open an Appleton office this year, the report added.
Annex Wealth Management CEO and president Dave Spano said that the new office launch is part of the company’s business plan to improve convenience for its clients.
"Obviously, we go where our client demand is and we’ve been receiving a lot of demand in the Valley. We have a lot of clients that are there already, and we’re getting demand from potential clients. Our clients are happy to know that we’re considering Appleton," Spano remarked.
Annex, which created in 2001, currently has 43 full-time staffs and 20 independent contractors.
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