One Team
Know The Difference of Team
At Annex Wealth Management, “team” is a client-centric term meaning the experienced, educated people working with you help build a customized plan for you. Our team explores what’s best for you at your current stage in life across your investments, taxes, family, and employment.
Executive & Administrative Team
Our Executive Team leads with vision and purpose, steering the firm’s strategic direction and upholding our core values. With decades of combined experience and a shared commitment to our clients’ success, they foster a culture of innovation and excellence that drives everything we do.
Wealth Management Team
Your Wealth Manager builds and maintains your relationsip with Annex. They lead review meetings to keep your plan on track, oversee proper planning, implementation, and monitoring of your strategy, and provide objective financial advice tailored to your needs.
Client Service Management Team
The Client Service Manager team works together to handle your requests quickly, including managing daily service requests and inquiries, maintaining account records, and scheduling meetings.
Financial & Retirement Planning
Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.
Investment Management
Our investment decisions are guided by the Annex Investment Committee. The committee meets regularly to discuss portfolio strategy, risks and opportunities, and investment selection.
Insurance Assessment
We’ll help evaluate insurance needs and the most efficient methods to address financial risks. Based on objective planning, we can help review your existing insurance policies. We’re also able to connect you with resources to fill insurance needs.
Tax Planning
Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.
Estate & Legacy Planning
One-size-fits-all estate plans don’t exist – at least not here. Annex Wealth Management learns your unique circumstances, and with the help of our estate planning team, guides you through the process.
Financial Education & Discovery
Annex has been involved in education for decades. It’s part of how we define who we are and how we can help you. We believe an educated person will have the best chance to make the right decision for themselves and their family.
401(k) Plans for Business
Annex Wealth Management’s Retirement Plan Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary. We will work beside you to provide 401(k) investment guidance to your entire staff.
Executive Financial Counseling Benefit for Businesses
Improve retention and morale by providing access for your executives to tailored wealth management advice.
DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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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