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REAL STORIES. REAL CLIENTS.
“It’s peace of mind for myself and my family.”
– Dan, Client
About Us
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.
The Team
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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Wealthmetric
Unleash The Power Of What’s Next.
Wealthmetric is a process where you gain honest insight on your financial goals, and what’s next. As a fiduciary, Annex Wealth Management has no products to push, so the conversation will be about what’s best for you.
- Wealthmetric starts with a discussion centered on you – your goals, what you own, what’s important to you, even what concerns you. We ask valuable questions, and listen hard.
- Then, we turn to the science of what’s next: using powerful technology and our team experience, we analyze your current state.
- Finally, you get a Wealthmetric report which shows you where you are and areas of focus for what’s next.
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