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As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our clients.
The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.