As an Annex Comprehensive Wealth Client, you’ll work with a dedicated Wealth Manager and Client Service Manager to develop a comprehensive plan that takes you from accumulation to retirement – and beyond.

Get Started

Annex Comprehensive Wealth delivers customized and ongoing planning through your entire financial journey, tailored to your unique goals and circumstances. Annex Comprehensive Wealth clients receive:

!

Individualized advice focused on your journey

!

Relevant action items

!

Ongoing support based on your specific needs

!

Planning built around you and your current financial situation

Financial Planning

Receive pro-active advice to and through retirement including:

Cash flow and scenario based financial planning
Long-range projections
Engaging interaction, including your input as you assess the outlook and impact of decisions being made
Advice and guidance from Annex Wealth Management’s in-house team of experts

Tax Planning

Multi-year tax strategy planning which seeks to maximize the tax efficient execution of your financial plan.

Where a tax preparer is the historian, a tax planner is the strategist working on your behalf in accordance with your plan

Proactively monitor for tax planning opportunities
Understand and digest the dynamic variables impacting tax strategies, including tax rates, distribution plans, Social Security, and Medicare IRMAA thresholds

Risk Management & Insurance Planning

Advice and planning to complement your financial plan and evolving priorities throughout life’s stages.

Understanding the evolving roles life, disability, and long-term care insurance can play in mitigating risks to your financial plan
Objective needs analysis, existing policy assessment, and independent and impartial advice without conflicts of interest inherent in the traditional commission model
- Supporting the implementation by introducing partners we know and trust and shepherding the process through to completion

Investment Management

Investment planning focused on balancing risk, protection, and your individualized cash flow priorities.

We systematically pro-actively manage your portfolio, including:
- Quality control
- Risk variation monitoring
- Rebalancing
After in-depth discovery, we establish your capacity for risk and tolerance for risk

Estate Planning

Proactive estate planning and review for each stage of your financial journey.

Our team will collaborate with your attorney, not seek to replace
We’ll confirm and reaffirm your estate planning wishes and ensure they are effectively carried out
We will help coordinate and implement your estate plan

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.