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What Makes ANNEX Wealth Management a Good Neighbor...

Annex Wealth Management is a Comprehensive independent Registered Investment Advisor. We operate always and only under the Fiduciary standard of care. The Annex Financial Planning team uses leading-edge technology to create and implement plans designed to assist to clients and employees in meeting their financial objectives. The Annex Investment Management team builds, maintains and actively manages diversified, disciplined portfolios to achieve these realistic financial and retirement plans. We provide objective, unbiased insurance advice, including Long Term Care, Life and Annuities. Annex helps businesses establish and maintain retirement plans and partners with those responsible for acting as an ERISA fiduciary. Our Estate Planning team provides advisory services to clients and employees about all aspects of legacy, estate planning and trust administration. The Annex Wealth Management Tax Planning and Preparation team assists clients and employees in planning their tax year, in preventing tax surprises, in helping one save by paying only their fair share of taxes as well as offers to prepare and file their tax returns.

To learn more about ANNEX Wealth Management, go to: https://annexwealth.com/

ANNEX Wealth Management
4851 Tamiami Trail N
Suite 200
Naples, FL 34103
239.350.6363