Annex Wealth Management

Specialties

Independent Firm — We are an independent firm, meaning we are not owned by a bank, brokerage firm, or insurance company, thus we are free to provide professional services focused on meeting your needs.

Fiduciary Commitment — We are committed to working with our clients as a fiduciary, on a fee basis, which means we are obligated to act in your best interest at all times. Our fiduciary commitment means our clients hire us to be their advisor, guide, and coach to provide ongoing financial planning and investment management services.

Fee-​based Relationship — When we work as a fiduciary, we get paid on a fee-​basis, meaning we provide ongoing services and earn our fees as we go for the services we provide over time.

Wealth Management Services — We combine investment management and financial planning to provide an ongoing wealth management relationship focused on helping you plan for your goals and manage your resources towards those goals.

Professional Team — We have a team of professionals, including our investment policy committee, personal advisors, and client service managers. Our clients benefit from our collective financial planning and investment management knowledge and experience.

Independent Custodians — We use independent custodians such as TD Ameritrade, Schwab, and Fidelity to hold our client’s accounts.