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.

!

Individuals & Families

!

Businesses & Non-Profits

noun
an·nex /ˈaˌneks/ a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.

!

Who We Are

!

Services

!

Our Team

!

Locations

The Annex team is actively involved in our commitment to educating and informing the public, and our plans for growth sometimes catch the eye of media.

!

In The News

!

Testimonials

!

Radio & Podcasts

!

Women & Wealth

!
Learning Center

  Events

  Blog

Ask Annex
  Clients
  • Who We Help
  • Who We Are
  • News & Resources
Get Started
  • Who We Help
  • Who We Are
  • News & Resources



Who We Help



Individuals & Families



Businesses & Non-Profits

Who We Are



Who We Are



Services



Our Team



Locations

In The News



In The News



Testimonials



Media Requests



Radio



Podcasts

Events

Blog

Clients

Ask Annex

Get Started

Passion Assets: How To Protect Your Pet At Home With A Trust

by jasonfleck | Jun 23, 2016 | YouTube

Passion Assets: How To Protect Your Pet At Home With A Trust Jun 23, 2016 Many pet owners consider their pet to be a member of their family. From the government’s perspective, a pet is simply an asset. That doesn’t mean you can’t provide for their...

Vince Lombardi Cancer Foundation Honors Its “Know The Difference Award” Winner

by jasonfleck | Jun 17, 2016 | Annex Wealth Management Gives Back, Vince Lombardi Cancer Foundation

The Vince Lombardi Cancer Foundation announced its inaugural Know The Difference Award, awarded to honor someone who gives above and beyond to those dealing with cancer, performs special acts of kindness to have a positive impact, and builds the morale of people going...

Having A Plan for Market Volatility Can Help You Sleep Better

by jasonfleck | Jun 9, 2016 | Uncategorized

Having A Plan for Market Volatility Can Help You Sleep Better   For savers and investors, one of the things that can keep you up at night is market volatility. During the financial crisis of 2008 or the dot-com bust of 2000-2002, many people had sleepless nights...

Annex Wealth Management – Is My Advisor A Fiduciary? Spot

by jasonfleck | Jun 8, 2016 | Watch

Annex Wealth Management, a Registered Investment Advisor, wants you to ask questions. Research your advisor and your...

Questions To Ask Your ERISA Fiduciary Advisor

by jasonfleck | May 20, 2016 | Watch

Annex Wealth Management’s Director of Retirement Plan Services Tom Parks offers some questions you should ask your current or potential ERISA Retirement Plan...
« Older Entries
Next Entries »

Recent Posts

  • Axiom | Vol 514
  • Axiom | Vol 514
  • Get Started at Annex Wealth Management
  • Macro & Market Musings – 5/1/2026
  • Axiom | Vol 513

Recent Comments

No comments to show.

Unleash the Power of What’s Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

Get Started

Who We Help
Individuals & Families
Businesses & Non-Profits

Who We Are
Services
Our Team
Locations

News & Resources
In The News
Testimonials
Radio & Podcasts
Women & Wealth
Learning Center

Careers →

Contact Us →

About Us

View Annex Wealth Management’s Client Relationship Summary

Annex Charitable Foundation

Website Terms Of Use

Digital Visitor Confidentiality Rules

View Annex Wealth Management’s Privacy Policy

View Annex Wealth Management’s Disclosure Brochure

Get The Axiom – Weekly Insights From Annex

Name

This site has been published for residents of: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI & WY 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.