Annex Wealth Management® is an independent firm founded with the goal of serving the financial planning and investing needs of individuals, families, and businesses. We combine independence, expertise, value and service to provide wealth management services focused on helping our clients plan for and meet their financial goals. We believe that integrity, customer service and hard work are the foundations for everything we do. •We have earned a reputation for excellence by offering independent and objective advice coupled with outstanding client service.•We stand by our commitment to invest responsibly and deliver client-oriented solutions, and because we work for you, we keep one eye on costs and the other on results.•We put your best interests first, and work for you in a Fiduciary capacity, on a fee basis.
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