At Annex Wealth Management, we’ve worked beside thousands of families, helping them get a stronger, clearer picture of where they are and where they’re headed. Sometimes, our first meeting with a potential client includes a review of what we call a “mish-mash” of accounts and investments that lack an overarching financial plan.
As a fee-only fiduciary, Annex is required to act in your best interest, at all times. We may seek to consolidate your accounts where applicable, but only if it’s what is best, and if it serves your financial plan.
Consolidating may help with your estate and tax planning. Heirs may have an easier time managing your assets if you were to pass away; and as you enjoy retirement, planning and strategizing your required minimum distributions can be easier when you have a clear line of sight to all your accounts.