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Know The Difference™ Checklist

Make sure you know the difference. All wealth management firms are not created equal.
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NO COMMISSION

As a Registered Investment Advisor, our business model is not based on sales commissions received by recommending investments for your portfolio.

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OUR ELITE TEAM

Your advisory team includes a number of CFPs®, Chartered Financial Analysts®, a Chartered Retirement Plan Specialist®, a Certified Investment Management Analyst® and an estate planning attorney.

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INDEPENDENT CUSTODIANS

We both offer a safeguard and a firewall by using one of three world-class independent custodians to handle your account by providing you with constant checks and balances and a secure environment designed to detect and prevent investor fraud and identity theft.

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COMPREHENSIVE WEALTH MANAGEMENT

We handle your financial planning, investment management, risk tolerance and your estate planning all right here at Annex Wealth Management.

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NATIONAL RECOGNITION

We’ve been selected as one of Financial Times’ Top 300 RIA firms in America.*

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FIDUCIARY STANDARDS

We’re held to a higher standard by the law. A traditional broker only has to demonstrate that their recommendations are “suitable” at the time of the sale. Fiduciaries must demonstrate that the recommendation is in your best interest at all times. The vast majority of investment salespersons are not fiduciaries.

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INDEPENDENCE

We don’t manufacture investment products or sell proprietary mutual funds or annuities, avoiding potential conflicts of interest.

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LEADING EDGE TECHNOLOGY

We deliver leading-edge secure technology, which allows for a powerful, safe, comprehensive, practically paperless process.

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EDUCATION & COMMUNICATION

We demonstrate our knowledge and insight by hosting wealth management radio programs designed to inform and educate anyone with questions about investments and wealth management.

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TRUSTED

We manage over $1 billion of entrusted client assets.

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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