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REAL STORIES. REAL CLIENTS.
“It’s peace of mind for myself and my family.”
– Dan, Client
Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, we’re held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.
Everyone in the financial industry throws around the term “team,” but one of the true differences here at Annex Wealth Management is what team means to our clients. Our wealth management team of nearly one hundred professionals has decades of wealth management experience, and has garnered critical certifications and achievements like CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Analyst® (CFA®), Certified Public Accountant (CPA), Chartered Retirement Plans Specialist (CRPS®), Certified Investment Management Analyst (CIMA®), Certified Divorce Financial Analyst® (CDFA®), and Juris Doctor (JD).
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