Businesses & Nonprofits
Annex Wealth Management offers tools and services aimed at growing, managing, and preserving your business or nonprofit. From cash management expertise to tools that help improve employee benefits, the Annex team is ready to help.
401(k) Services
Annex Wealth Management’s 401(k) Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary.
We can provide 401(k) investment guidance to your entire team.
Annex Executive
Sometimes, demands of being an executive can lead to less time for personal finance decisions.
Annex Wealth Management works with executives to help you understand compensation and benefits, and then make decisions consistent with your personal financial plan.
Nonprofits
We tailor our investment management strategy to your institution’s unique needs, prioritizing your portfolio’s sustained health while keeping costs low.
We understand how important you are to the community. We know when we meet your goals effectively, you might dedicate greater resources to advancing your charitable purpose.
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