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.
2026 Best Advisory Firm
Collected via an independent survey among over 30,000 individuals. Both short-term (12-month) and long-term (5-year) AUM development were analyzed.
2024 Top Wealth Managers
RIA Database ranked the Top 50 Wealth managers by growth in assets. All qualified wealth managers with a two year growth rate of 30% or greater were ranked based assets as reported to the SEC.
2025 Top Independent RIAs
Highlights the largest and most influential indpendent firms serving retail investors today. Collected using publicly available data sourced primarily from SEC form ADV filings.
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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