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“ LET US HELP YOU TELL YOUR STORY – TO THE RIGHT AUDIENCE WITH THE RIGHT MESSAGE. ”

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 Wealth Management, investment advisory, retirement planning

 

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/


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