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Financial & Retirement Planning

Customized advice to help you on your journey and reach your goals.

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

At Annex Wealth Management, our approach is built on a foundation of independence and a genuine commitment to your best interests.

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?

Annex Wealth Management is a fee-only fiduciary advisor. We don’t charge commissions on products we sell, nor do we charge any performance-based fees. Instead, our clients pay Annex Wealth Management a fee based on the assets placed under our management.

How much are your fees?

The fee we charge varies, depending on the complexity and scope of an individual client’s particular situation. The fee we charge will not exceed 1.25% of our client’s assets.

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.

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