Annex Wealth Management Privacy Notice

When you fill out our request form, we collect your name, email address, phone number, ZIP code and a rough estimate of your investable assets. We also gather technical details automatically: your browser type, the pages you visit and where you came from before landing on our site.

We use your information to respond to your request, determine whether our services may fit your needs and reach out to discuss next steps. We also use it to improve our site and refine how we communicate. Where the law requires, we keep records to comply with our legal obligations.

We do not sell your personal information. We may share it with service providers—such as hosting, email and communication platforms—under written agreements that require them to keep it confidential. We also disclose information when the law requires us to do so.

By providing a phone number in our request form, you agree that we may call or text you about your inquiry. Standard message and data rates from your mobile carrier may apply. You can opt out of calls and texts at any time by asking us directly or replying STOP to any message. Opting out does not prevent us from responding to your request by other means.

You may request access to the information we hold about you, ask us to correct it, request deletion or ask us to stop contact. Residents of certain states have additional privacy rights under state law. To exercise any of these rights, use our request form to get in touch with us directly.

Our site does not use advertising cookies or cookies that track your activity across other websites, and we do not sell information about your browsing. Our hosting and security provider sets one strictly necessary cookie to prevent automated attacks; it contains no personal data.

Your browser's local storage may retain the first page you visited, the website that referred you to us and your last calculator result for up to 30 days. This data is stored only on your device. We only see this information if you submit our request form; it then travels with your submission so we know your context.

You can clear cookies and all site data at any time in your browser settings. Doing so will not affect your ability to use our site.

We use reasonable safeguards to protect your personal information from unauthorized access and misuse. No method of internet transmission is entirely secure, so we cannot guarantee absolute protection.

We may update this policy at any time. The version you are reading is the current one. Check this page for the latest wording.

Annex Wealth Management, LLC 55 Market Place Baltimore, MD 21202 United States Use our request form to contact us with questions or requests about your privacy.