A complete list of active advisors currently associated with Annex Wealth Management, LLC

Warmer can help you find a great advisor at Annex Wealth Management, LLC or one who fits your needs even better.

Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a broad mix of clients, including individual and high‑net‑worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm also offers pension consulting, sub‑advisory services, and affiliated tax preparation through Annex Tax Services for clients who elect those services. Investment decisions are driven by a team approach with a regular Investment Committee, combining a core‑and‑tactical philosophy that uses ETFs, mutual funds, individual equities and bonds, options, and selective alternative investments. Annex offers multiple service models — an online, goals‑based Ignite platform for smaller accounts and Comprehensive Wealth/Private Client models for larger or more complex relationships — and supports held‑away participant account management, custom/direct indexing, and tactical rebalancing. Compared with many peers, Annex has an uncommon set of affiliations and offerings: it holds a controlling interest in a CPA firm (Maller Peterson LLC) and maintains Annex Tax Services, distributes periodicals and client publications, and employs licensed insurance agents through an affiliate (Annex Insurance Services) with insurance commissions directed to its charitable foundation. The firm also reports providing services to government agencies and municipal clients, a client type that is less common among similar multi‑team advisers.

To learn more about the advisors currently working at Annex Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.