December 21, 2023

Annex Wealth Management is counting down the days until our Headquarters move. We will be moving from Elm Grove to Brookfield, Wisconsin in early January 2024.

Our new Headquarters will be located at 17950 W. Corporate Drive in the Brookfield Lakes Business Park. The new Headquarters will be easily accessible from Bluemound Road and is visible from Interstate 94. You may have already seen our building sign while driving by!

The move is currently scheduled for January 8, 2024 and will have Annex Wealth Management ready to meet guests in the new Headquarters starting January 10, 2024. During the move, our team will be available via phone, email and Zoom meetings to ensure we can meet our client’s requests. All of our Annex branch offices will operate without disruption during that time.

We will continue to send updates regarding our Headquarters move. Please reach out to your Wealth Manager or Client Service Manager with any immediate questions. We look forward to meeting your financial goals from our new Headquarters starting in 2024.

Sincerely,

Annex Wealth Management

December 4, 2023

Annex Wealth Management is thrilled to share that we will be moving our Headquarters from Elm Grove to Brookfield, Wisconsin in January 2024.

Our new Headquarters will be located at 17950 W. Corporate Drive, Suite 300 in the Brookfield Lakes Business Park. The new Headquarters will be easily accessible from Bluemound Road and is visible from Interstate 94.

“Through the years, Annex leadership has carefully built a plan anticipating the team growth required to meet and exceed client expectations. The plan has always included a move to a larger home,” said Annex Wealth President & CEO Dave Spano.

The move is currently scheduled for January 8, 2024 and will have Annex Wealth Management ready to meet guests in the new Headquarters starting January 10, 2024. During the move, our team will be available via phone, email and Zoom meetings to ensure we can meet our client’s requests. All of our Annex branch offices will operate without disruption during that time.

We will continue to send updates regarding our Headquarters move. Please reach out to your Wealth Manager or Client Service Manager with any immediate questions. We look forward to meeting your financial goals from our new Headquarters starting in 2024.

Sincerely,

Annex Wealth Management