Annex Wealth Management provides comprehensive and custom-tailored services for each client. Trust is built through our fiduciary responsibility and fee-based payment. Annex has a wealth of experience and knowledgeable professionals that can provide outstanding investment insights. Annex Wealth Management's team approach ensures that clients interact regularly with an experienced group of professionals who have key certifications and accomplishments in tax, investment, insurance, estate planning, and other areas. The Chief Investment Officer is the head of our Investment Policy Committee. This committee guides our investment decisions. This committee meets frequently to review portfolio strategy, risk, and opportunity, as well as investment selection. Our team will help you evaluate your insurance requirements and recommend the best ways to manage financial risk. We can review any existing policies and help you make informed decisions. Our team can also help you find the right resources for your insurance needs.