Annex Wealth Management delivers one comprehensive view of your entire wealth management picture, a dynamic plan that includes tax planning, investment planning, and estate planning.

You won’t need a separate tax firm, an investment firm, and a different company to act as your estate planner – or to pay each a separate fee.

Instead, work with Annex Wealth Management – which means working with one cohesive team, comprised of CFP™ Professionals, CFA® charterholders, and Juris Doctors. Everyone in your team will pour their professional excellence into reaching one goal – your financial independence.

What Will Your Plan Look Like?

Deep-Dive Meeting

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Annex Wealth Management has built a state-of-the-science suite that helps us pinpoint your attitudes towards investment, tolerance for risk, and the timeline in which you’d like to achieve financial independence.

At Annex Wealth Management, your plan isn’t a list of products to buy, and it’s not just a portfolio of investments. The plan you receive is a comprehensive, dynamic document that includes your taxes, your estate plan, your investments, insurance planning, and your goals for financial independence. Our technology then tests the possibilities, considering thousands of possible outcomes, including market crashes and black swan events.

Life changes. So will your plan. At Annex, your one dynamic plan considers critical components of who you are, which is why we meet regularly to update and recalibrate. There’s power in one plan that helps guide your entire financial picture.

When it comes to comprehensive wealth management, it’s easy to understand why a single person can’t do it all. An annuity salesperson may try to help you consider one element of your future, and a tax accountant may focus on your taxes for the current tax year.

We don’t ask individual members of our team to take on the complexities of each area of financial planning. Instead, we’ve assembled a team of seasoned professionals, many of whom hold some of the industry’s highly-regarded certifications and registrations, to help build your plan for you.

We’re proud of the professional achievements of our team, and we’re confident you’ll quickly understand the power of one team for pursuing financial independence.

As a fee-only fiduciary, Annex Wealth Management doesn’t make money by selling products. We charge a single fee, based on factors like the size of your investable assets, which is usually around 1%.

We find potential clients sometimes try to compare our comprehensive wealth management with a firm that delivers a thin percentage of our services. Some firms charge 1% just to manage your investments.

Make sure you compare the one comprehensive plan you receive from Annex Wealth Management with the many sources you’d need to consult in order to receive the same.

What Will Your Plan Look Like?

Deep-Dive Meeting

Schedule  »