Annex Wealth Management is a privately held, full-service registered investment advisor dedicated to acting as a fiduciary for individuals, families, and businesses. With a strong emphasis on teamwork and a vibrant culture, the firm has been recognized multiple times as a top workplace. Annex Wealth Management prioritizes communication and education, offering various resources such as podcasts and YouTube content to engage clients. The company is guided by core values including knowledge, accountability, integrity, courage, respect, and ownership, fostering an environment where employees can thrive and contribute to the financial success of their clients.