Annex Wealth Management works with engineers and analytically minded do-it-yourself investors who want a second opinion before retirement. The questions are specific, and so are the answers.
What we usually help with
- A second opinion on a do-it-yourself plan
- Stress-testing withdrawal assumptions
- Tax-efficient asset location
- Roth conversion modelling
- When hourly or project advice is enough
How Annex Wealth Management works with engineers and diy investors
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.