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Whether you’re an individual, part of a family, business or non-profit, we recognize how valuable your goals are, especially at critical times in your growth. Annex Wealth Management’s team can provide insight and planning for your journey, even in many of the most complex financial situations.
verb
an·nex /ˈaˌneks/
to add or incorporate to something that already exists.
In its early days, Annex Wealth Management intended to partner with others to provide comprehensive wealth management. Soon, we realized breadth and depth of our service offering should be offered on its own. Today, you can consider “annexing” your existing plan with our in-house team of planners, attorneys, and investment specialists.
Annex Wealth Management is a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.