Know The Difference™


The difference is team.

Annex Wealth Management believes the single-person wealth management approach pales in comparison to the insight, information and experience you potentially could receive from a team.

  • You interact with a team of knowledgeable, experienced professionals focused on you
  • Wealth Management is more than investing. The Annex Wealth Management team is developed to put experienced, credible professionals in charge of key facets of your financial plan.
    • Our Tax Planning is led by a Certified Public Accountant® who holds her CFP® designation and a Master’s Degree in Tax Accounting
    • Our Financial Planning Team is led by a CFP® and includes CFP®s on the team
    • Our Investment Policy Committee Is led by our Chief Investment Officer, who has earned his Chartered Financial Analyst® designation and has managed billions in institutional funds
    • Our wealth managers hold key designations and speak from years of experience in the field
  • The team model provides more opportunities to listen and react to your questions, interests and concerns

The difference is technology.

You demand a more comprehensive, more secure, more agile wealth management than before. That’s why we work constantly to innovate and use technology in powerful and personal ways.

  • Set up your account with us using our practically-paperless on-boarding.
  • View your financial plan and projections for your future using state-of-the-art technology
  • Scale your financial planning to your desire – including views of as much of your financial picture as you want
  • You can choose to receive communications and updates without using paper, which could be copied or stolen
  • We drive our communications and education by listening to your questions and analyzing your interactions with us
  • Secure key data and invaluable information in a secure vault

The difference is trust.

A recent poll asked financial professionals to react to this sentence: “Clients are often sold inappropriate financial products.” Only 22 percent disagreed or strongly disagreed[1].

  • Annex Wealth Management is an RIA firm committed to fiduciary principles, which means
    • We are required to act in your best interest
    • We have no products to sell, no proprietary products to push, and no quotas to meet
  • We meet with you and deliver a financial plan, not a list of things to buy
  • Our model is based on listening and working with you to try to reach your goals instead of trying to fit you into ours
  • We avoid potential conflicts of interest, your account is held with an independent custodian

[1] https://www.bloomberg.com/news/features/2017-06-07/fiduciary-rule-fight-brews-while-bad-financial-advisers-multiply

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY. Click here for some of the topics you might have heard discussed on the radio

10:00 AM Saturday
“Money Talk”
11:00 AM Saturday
“The Investment Show”
Daily Updates &
“The Annex Wealth Management Show”
Thursdays at 4:00 PM

Don't Miss This Offer

Are you ready to explore a relationship with an advisor committed to a fiduciary relationship with its clients?  Take advantage of our offer for a free portfolio review and retirement checkup.

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

Website Terms of Use    Digital Visitor Confidentiality Rules