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Curious about what else we do? Browse our services below or stay up-to-date with our latest insights on our blog.
Financial & Retirement Planning
Investment Management
Strategy designed to harmonize with your comprehensive financial planning.
Tax Planning
Tax strategies commensurate with the complexity of your goals and journey.
Estate Planning
Working within your financial plan to guide the preservation and transfer of wealth.
Risk Management & Insurance Planning
Protect what’s yours with the appropriate amount of coverage
401(k) Retirement Plan Services
Comprehensive care for those serving in the challenging role of ERISA fiduciary.
Divorce Financial Consultation
The financial planning needed to execute the terms of a Marital Settlement Agreement.
Frequently Asked Questions
Unlike many firms that may be influenced by parent companies or the pressure to promote proprietary products, our privately-held structure allows us to remain fully objective. We don’t have any in-house products to push, meaning our focus is solely on crafting unbiased investment strategies and selecting the most suitable vehicles to help you achieve your unique financial goals.
To help you understand more about how we operate and what you can expect, we’ve compiled some frequently asked questions.
What is a Fiduciary?
A fiduciary standard of care means a financial professional must act in their client’s best interest. It’s the sort of standard many expect to receive when they interact with a financial professional.
The term is used by financial professionals – at times, with a caveat. Some act on their client’s behalf some of the time, but might not while performing other job duties. The result can be confusing. Make sure you review a financial professional’s Form ADV to get a better handle on when your financial professional is acting as a fiduciary, and in what capacity.
Annex Wealth Management is a fee-only fiduciary, which means that we act in our clients’ best interests at all times. You can trust that your plan and investment decisions are determined client-centrically.
What does "fee-only" mean?
How much are your fees?
Are your fees typical?
We practice industry awareness on where our fee stands and how it compares to other wealth management firms. We’re confident our fee is well within the local and industry norm and is well supported by the value we bring to each client relationship.
Will I receive regular updates?
We believe in staying connected. Unlike some advisors who only reach out when they have a new product to sell, we communicate with our clients weekly, ensuring you’re always in the loop.
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 state-of-the art 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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