Real Stories. Real Clients

“You just felt the world off your shoulders.”

– Anne, Client

Anne and Brad, a retired nurse and firefighter, diligently saved throughout their careers but felt uncertain due to scattered accounts and limited financial expertise. Annex Wealth Management helped them consolidate their investments, correct past mistakes, and clearly organize their retirement strategy, giving them the confidence to enjoy retirement without worry.

“We’ve been clients of Annex Wealth Management for about 10 years.”

– John & Valerie, Clients

After a decade in the financial services world and a prior disappointing experience with transactional “financial planning,” John and Valerie sought a true advisory relationship with Annex Wealth Management. Unlike their previous advisor who primarily sold products, Annex provided a comprehensive plan, demonstrating projected retirement scenarios and offering peace of mind. The expansion of the Annex team to include tax and estate planning expertise further solidified John and Valerie’s confidence, ensuring they addressed crucial aspects of their financial future proactively, allowing John to worry less and them both to look forward to their retirement.

“It’s peace of mind for myself and my family.”

– Dan, Client

Dan sought a financial planner at Annex Wealth Management for comprehensive guidance beyond just investments. He wanted a trusted fiduciary to manage his family’s finances and provide peace of mind. Unlike firms focused solely on investments, Annex offered a team approach, addressing tax planning, retirement, and estate considerations for a single fee. Dan valued their holistic support and the expertise of their growing team as he approached retirement.

“Retirement is not for everybody.”

– Roger, Client

Roger & Carol approached planning from different perspectives. They found Annex Wealth Management’s comprehensive planning has answered their individual concerns and given them the chance to fill their days with enjoyment instead of worry. They’ve even been able to consider their legacy – something they hadn’t included in their 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.

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The testimonials, statements, and opinions presented on our website are applicable to the individual depicted. They are individual experiences, reflecting real life experiences of these people who have engaged our services in some way or another. However, results will vary and may not be representative of the experiences of others. The testimonials are voluntarily provided and are not paid, nor were they provided with any other benefits in exchange for said statements. The testimonials are representative of this client experience but the exact results and experience will be unique and individual to each client. The testimonials displayed (text, audio, and/or video) are given verbatim except for correction of grammatical or typing errors. Some have been shortened, so that the whole message received by the testimonial writer is not displayed. This is done when testimonial is lengthy, or if the entire testimonial did not seem relevant for the general public.

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From Annex Wealth Management