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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.
What You Get
You’ll receive personal care and comprehensive wealth management – including estate planning, tax planning, and retirement planning – from our elite team of experienced professionals. You get a financial plan from a firm committed to fiduciary care, not a list of proprietary products to buy.
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 over fifty professionals includes 8 Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), a Chartered Retirement Plans Specialist (CRPS®), a Certified Investment Management Analyst (CIMA®), and other investment professionals with decades of experience.