Annex Wealth Management is a fee-based, independent Registered Investment Adviser (RIA) that offers a wide range of financial services. Founded on the principle of providing a client-first, fiduciary standard of care, the firm specializes in financial planning, investment management, retirement planning, and tax strategies. They aim to provide a comprehensive and transparent alternative to traditional brokerage models, focusing on building long-term partnerships with their clients to help them achieve their financial goals.

Founded in

Australia