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.
Trusted by clients. Recognized by the industry.
Services
How We Help
From retirement planning to tax strategies, we look at your entire financial picture. Our fee-only team works alongside you to build a comprehensive plan that aligns your wealth with your values.
Financial & Retirement Planning
Investment Management
Strategy designed to harmonize with your comprehensive financial planning.
Tax Planning
Tax strategies commensurate with the complexity of your goals and journey.
Estate Planning
Working within your financial plan to guide the preservation and transfer of wealth.
Risk Management & Insurance Planning
Protect what’s yours with the appropriate amount of coverage
401(k) Retirement Plan Services
Comprehensive care for those serving in the challenging role of ERISA fiduciary.
Divorce Financial Consultation
The financial planning needed to execute the terms of a Marital Settlement Agreement.
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.