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Vollrath Associates Welcomes New Client, Annex Wealth Management
February 10, 2014
The Vollrath Associates team is excited to welcome Annex Wealth Management as a new client in 2014!
Led by president and CEO, Dave Spano, Annex Wealth Management is one of the state’s leading independent financial service organizations. Bringing together high-quality, client-focused professionals from investment advisory, retirement planning and estate planning fields, Annex has formed a client service team that is prepared to meet the financial needs of a diverse client base.
Annex recently opened a new location in Mequon, Wis. adding to its already successful, Elm Grove location. This new addition will serve clients in Milwaukee’s North Shore and beyond, further expanding the firm’s state-wide presence.
Team VA is looking forward to working with Annex Wealth Management on all of the company’s public relations efforts.
For more information about Annex Wealth Management, please visit: http://www.annexwealth.com/