Annex Wealth Management Welcomes WFA Asset Management

By joining the Annex team, you’ll benefit from even greater personalized attention in the management of your accounts. We’re thrilled to be part of a firm that shares our commitment to serving you with excellence.

Annex Wealth Management’s proven approach, streamlined operations, and direct access to a deep bench of professionals offer a strong foundation for continued support and thoughtful financial guidance. We’re confident this partnership will allow us to keep supporting your individual retirement plan needs, while enabling you access to expanded service offerings – all while staying on the leading edge of technology innovation and security.

Access your online tools here:

As a client of Annex Wealth Management (“Annex”), upon inputting my username and password to access either of my portals, I elect to participate in the password-protected access portion of the Annex internet website. I understand that my participation will allow me to review certain investment-related information published by Annex and unaffiliated third parties. This password-protected access is made available to clients of Annex free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account and financial plan. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Annex harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. I understand that I have the right to request multifactor authentication be enabled on my portal and agree to contact Annex if I want to activate this security feature.

Please remember to contact Annex Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Annex shall continue to rely on the accuracy of information that you have provided.