Many folks long for the peace of mind that their critical documents – like wills, tax returns, or treasured audio files – are kept in a safe, secure place.
Others wish there was a simple, encrypted way to deliver documents to his or her advisor.
Annex Wealth Management offers a vault – a digital place that provides security and organization for our clients. We use the vault to send and receive important documents. Our clients decide which files to share, and which to keep private.
As our client, there’s no restriction on size or number of files you’d like to keep safe, and you can access your files 24/7.
It’s just part of the state of the science technology you’ll experience at Annex Wealth Management.
Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.