Interactive Financial Planning. Proactive Investment Management.

 A new client experience harnessing the power of advisor-assisted technology.

Savvy is Powered by Annex Wealth Management

Savvy Features:

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A Fiduciary Relationship

which means we’re on your side – working for your best interests at all times and avoiding commissions and conflicts of interest.

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Proactive Investment Management

powered by Annex Wealth Management’s Investment Team.

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A Flat 1% Management Fee

with no account minimums.

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Broad Diversification

utilizing low-cost exchange traded funds and actively managed mutual funds.

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Ongoing Financial Planning Utilizing Industry-Leading Online Tools

that allow for simple and complete financial organization.

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Access to the Savvy Team of Advisors

with the Savvy Team for personalized, goal-centric guidance from experienced professionals.

More on why Savvy may be right for you:

Simplified and Interactive:

You’ll benefit from the ability to track your investments and financial plan online in one place. The Savvy Team will collaborate with you to create a financial plan and show you how different scenarios impact your results.

Personalized suggestions from real people:

Access the Savvy Team of experienced professionals when you need them. Receive personal guidance on your financial priorities.

Convenient and Accessible:

Annual reviews are held online so there is no need to travel to one of our offices making staying connected more convenient for you.

Transparency and Safety:

By using the low-cost institutional platform at TD Ameritrade we offer safeguards and a firewall by using one of the world-class independent custodians to handle your account by providing you with constant checks and balances and a secure environment designed to detect and prevent investor fraud and identity theft.

Low Cost:

Savvy charges a flat 1.0% annual management fee with no long-term commitment. Regardless of the size or number of accounts you have TD Ameritrade charges no annual maintenance fees or other nuisance fees that many other institutions do.

More on what you can expect from Savvy:

Your investment accounts will be proactively managed by Annex Wealth Management.

This includes rebalancing along with reallocation and investment changes when deemed appropriate.

Affordable and Professional Wealth Management

guided by the Savvy Team.

A personalized financial plan.

We believe a financial plan is fundamental to addressing and achieving your evolving financial goals. We will review and update this plan with you annually.

A new client experience harnessing the strengths of advisor-assisted technology

that combines powerful online tools with personal advice and guidance from real people.

Communications on your account

through online performance reports and monthly account statements.

Some Frequently Asked Questions (FAQ):

What is an online meeting?

A secure link will be emailed to you prior to your scheduled meeting. Simply click on the link and a new meeting will begin with an advisor. The Savvy team member will then be able to have a live meeting with you. We are able to share important visuals, build and update your financial plan as well as discuss your evolving wealth management needs. It’s a way for us to meet with you without either of us going anywhere.

Who is the Savvy Team?

A dedicated team of investment professionals and client service personnel at Annex Wealth Management available to provide you with personal financial planning and ongoing service. The Savvy Team is available to connect with you online, by phone, or email.

Is there a minimum?

There are no account minimums to get started.

Is Savvy right for me?

It might be… Start by answering these three questions:

  • Would you want a team of professionals to choose your investments for you and make changes to them as appropriate?
  • Do you want your money invested in a portfolio of low-cost investments including exchange traded funds (ETFs) and mutual funds?
  • Are you comfortable accessing your account online and interacting with the Savvy Team by phone, email and online meetings?
  • If you answered yes to these questions then Savvy may be right for you.
  • Fill out the form below to get started.
What is Savvy and how does it work?

Savvy is a technology-driven lower-cost alternative to the Annex Wealth Management client experience you may already be familiar with. Nearly everything is available online now – why can’t your account reviews and financial planning be the same?  Savvy provides you with proactive investment management, fiduciary care and interactive financial planning that is delivered through online meetings from the comfort of your home or office. The Savvy Team is available by phone, email or online meetings for account reviews and your service needs.

How do I access information on my account?
  • Online access and performance reporting through the savvy.capital client center
  • Quarterly performance reports available online
  • TD Ameritrade app or online login
  • Monthly account statements and transaction activity from TD Ameritrade available in paper or online at your preference

Ready To Get Started?

If you have any questions or wish to tell us more about your interest in Savvy please complete the form below.

Please note that your information is saved on our server as you enter it.

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