Know The Difference™ ChecklistMake sure you know the difference. All wealth management firms are not created equal.
As a Registered Investment Advisor, our business model is not based on sales commissions received by recommending investments for your portfolio.
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.
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.
COMPREHENSIVE WEALTH MANAGEMENT
We handle your financial planning, investment management, risk tolerance and your estate planning all right here at Annex Wealth Management.
We’ve been selected as one of Financial Times’ Top 300 RIA firms in America.*
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.
We don’t manufacture investment products or sell proprietary mutual funds or annuities, avoiding potential conflicts of interest.
LEADING EDGE TECHNOLOGY
We deliver leading-edge secure technology, which allows for a powerful, safe, comprehensive, practically paperless process.
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.
We manage over $1 billion of entrusted client assets.