Annex Wealth Management
Fee-only, fiduciary advice wherever you are on your journey.
It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.
Know The Difference™
Learn how the Annex Wealth management team provides experienced insight and expert planning to those at nearly every point on their financial journey.
Know The Difference™
Learn how the Annex Wealth management team provides experienced insight and expert planning to those at nearly every point on their financial journey.
Individuals & Families
Businesses & Non-Profits
Testimonials
Real Stories. Real Clients.
Discover what our clients have to say about working with Annex Wealth Management.
“You just felt the world off your shoulders.”
– Anne, Client
“We’ve been clients of Annex Wealth Management for about 10 years.”
– John & Valerie, Clients
“It’s peace of mind for myself and my family.”
– Dan, Client
“Retirement is not for everybody.”
– Roger, Client
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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