Annex Wealth Management

At Annex Wealth Management, we believe financial planning should be a collaborative journey, not a one-size-fits-all approach. We work with individuals and businesses to create personalized plans that address their unique needs and aspirations.

1. Financial & Retirement Planning

• Comprehensive analysis of your financial situation and goals
• Development of a customized plan covering investments, retirement planning, taxation, and estate planning
• Ongoing review and adjustments to ensure your plan stays aligned with your evolving needs

2. Investment Management

• Aligned investment strategies based on your individual risk tolerance and goals
• Regular monitoring and rebalancing to maximize returns and mitigate risk
• Transparent reporting and communication throughout the process

3. Insurance Assessment & Planning

• Comprehensive evaluation of your insurance needs and potential gaps
• Recommendations for appropriate coverage and strategies to mitigate financial risks
• Assistance in reviewing and optimizing your existing insurance policies

4. Tax Preparation & Planning

• Comprehensive tax planning to minimize your tax burden
• Strategies for tax-efficient investments, withdrawals, and distributions
• Review and optimization of your estate plan to ensure it aligns with your financial goals

5. Estate & Legacy Planning

• Customized estate plans that reflect your unique needs and values
• Collaboration with an experienced attorney to ensure your wishes are clearly documented
• Review and updates as your needs and circumstances change

6. Financial Education & Discovery

• Access to informative articles, webinars, and workshops on various financial topics
• Personalized consultations to discuss your financial concerns and aspirations

7. Specialized Services

• 401(k) Plans for Businesses: Comprehensive guidance on managing and optimizing your employee retirement plans
• Executive Financial Counseling: Tailored wealth management advice for key employees to enhance retention and morale

Our Commitment

At Annex Wealth Management, we are dedicated to providing exceptional client experiences through:

• Personalized attention: We take the time to understand your unique needs and goals.
• Client-centered approach: We work in collaboration with you every step of the way.
• Transparency: We believe in clear and open communication about your finances.
• Ongoing support: We are committed to providing ongoing guidance and adjustments as your financial situation evolves.