Get Your Wealthmetric.

Unleash the power of what’s next.

Wealthmetric is a dashboard of data created by Annex Wealth Management designed to give you a picture of where you are financially – and what’s next.

Send Us An Email

Answer some introductory questions and ask your own.

Tell us as much as you want

Introductory Phone Call

Get to know us. We’ll get to know you.

Usually about 30 minutes

Let’s Meet – Securely Online

Ask questions. Learn how we’ll work with you and your goals.

Usually 60 minutes

Send Us An Email

Answer some introductory questions and ask your own.

Tell us as much as you want

Introductory Phone Call

Get to know us. We’ll get to know you.

Usually about 30 minutes

Let’s Meet – Securely Online

Ask questions. Learn how we’ll work with you and your goals.

Usually 60 minutes

What’s A Wealthmetric?

Wealthmetric is a dashboard of data created by Annex Wealth Management designed to give you a picture of where you are financially – and what’s next.

Annex Wealth Management creates Wealthmetric using decades of team insight, state-of-the-art technology, and a comprehensive understanding of who you are.

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How You Get A Wealthmetric

While Wealthmetric incorporates state-of-the-science technology, it begins with an in-depth discussion centered on you – and what’s next. As a fiduciary, Annex Wealth Management has no products to push, so the conversation will be about what’s best for you.

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Wealthmetric starts with a discussion centered on you – your goals, what you own, what’s important to you, even what concerns you. We ask valuable questions, and listen hard.

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Then, we turn to the science of what’s next: using powerful technology and our team experience, we analyze your current state.

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Finally, you get a Wealthmetric which shows you where you are and areas of focus for what’s next.

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REAL STORIES. REAL CLIENTS.

“It’s peace of mind for myself and my family.”

– Dan, Client

What Wealthmetric Is

  • A You-centric process
  • Built on independent advice customized for you and your situation
  • A conversation about your entire wealth management outlook

What Wealthmetric Isn’t

  • A sales process – we have no products to sell
  • Cookie-cutter solutions to your unique circumstances
  • A narrow discussion of investments