Individuals & Families
Annex Wealth Management’s entire team stands ready to help you improve your financial journey. No matter where you are on your journey, we have the team to help you plan towards your goals for legacy and the future.
Typically, Annex Private Client works with those who have $5 Million of investable assets or at least $10 Million of net worth.
Services focus exclusively on working with families and individuals to address the complex, multidimensional challenges of managing substantial wealth.
Annex Comprehensive Wealth works well for those with between $500,000 and $5 Million in investable assets who are facing growing complexity in their financial decisions.
Annex Comprehensive Wealth delivers customized and ongoing planning through your entire financial journey, tailored to your unique goals and circumstances.
For those focused on financial security, accumulation, retirement lifestyle, efficient distribution strategies and coordinated wealth transfer, Annex Comprehensive Wealth will help build a comprehensive financial plan for you.
Your Annex Ignite® team members provide comprehensive, fiduciary wealth management, and act as your guide and accountability partner. Enjoy annual, interactive, convenient engagement – including virtual meetings.
Testimonials
Real Stories. Real Clients.
Discover what our clients have to say about working with Annex Wealth Management.
“You just felt the world off your shoulders.”
– Anne, Client
Sign Up For The Axiom®