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Business Observer Wednesday, Nov. 20, 2019 2 weeks ago

Wealth management firm makes Florida debut

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Annex Wealth Management is one of Wisconsin largest fee-only wealth management firms.

NAPLES — Wisconsin-based Annex Wealth Management recently opened its first office outside of its home state, with a new location in Naples.

Bryan Fiore, with 20 years of wealth management and investment experience in the region including a stint with TD Ameritrade, will be the office’s branch director, according to a statement.

Annex Wealth Management is one of Wisconsin largest fee-only wealth management firms, the statement adds. It has six offices in Wisconsin with a team of professionals from the investment advisory, tax planning, retirement planning, executive benefits, 401(k) management and estate planning fields, the release adds

“Annex is proud to be bringing our fee-only model to the people of Southwestern Florida,” Annex founder and CEO Dave Spano says in the statement. “Our seasoned and knowledgeable team of wealth managers and advisors look forward to offering the Naples, Sanibel Island and Fort Myers area our series of free educational seminars and the expert wealth management services our existing clients have come to know and expect.”

 

 

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