Unleash the power of what’s next.
What’s A Wealthmetric?
Wealthmetric is a dashboard of data created by Annex Wealth Management designed to give you a picture of where you are financially – and what’s next.
Annex Wealth Management creates Wealthmetric using decades of team insight, state-of-the-art technology, and a comprehensive understanding of who you are.
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How You Get A Wealthmetric
While Wealthmetric incorporates state-of-the-science technology, it begins with an in-depth discussion centered on you – and what’s next. As a fiduciary, Annex Wealth Management has no products to push, so the conversation will be about what’s best for you.
Wealthmetric starts with a discussion centered on you – your goals, what you own, what’s important to you, even what concerns you. We ask valuable questions, and listen hard.
Then, we turn to the science of what’s next: using powerful technology and our team experience, we analyze your current state.
Finally, you get a Wealthmetric which shows you where you are and areas of focus for what’s next.
Get Started On Your Wealthmetric
Fill out the form below or call 262-786-6363 to have a member of the Annex Team connect with you.
What’s included in a Wealthmetric?
Financial Independence/ Retirement Plan Analysis
Initial assessment of key assumptions affecting the degree of confidence in your projection.
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Investment Risk & Asset Allocation Plan
Initial assessment of key determinants of investment risk and appropriate asset allocation planning.
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Investment Implementation
Your portfolio selection can significantly impact the effectiveness of your investment strategy.
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Financial Independence/ Retirement Analysis
Initial assessment of key assumptions affecting the degree of confidence in your projection.
Lifestyle spending assumptions
Health care/insurance costs
Infrequent expense items
Retirement age(s)
Life expectancy(s)
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Investment Risk & Asset Allocation Review
Initial assessment of key determinants of investment risk and appropriate asset allocation planning.
Tolerance for risk
Capacity for risk
Compartmentalization of risk
Diversification of risk
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Investment Implementation Assessment
Your portfolio selection can significantly impact the effectiveness of your investment strategy.
Characteristics
Costs
Efficiencies
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Unleash the power of what’s next.
What Wealthmetric Is
- A You-centric process
- Built on independent advice customized for you and your situation
- A conversation about your entire wealth management outlook
What Wealthmetric Isn’t
- A sales process – we have no products to sell
- Cookie-cutter solutions to your unique circumstances
- A narrow discussion of investments
