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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.
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 Jurist Doctor (JD).
What You Get: A Free Portfolio Review
A growing number of people hear the words “financial plan” and think “list of things to buy.” You won’t get that when you meet with Annex Wealth Management. We’ll learn about you and then deliver a free portfolio review and the framework for a real financial plan.
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.