Kirk Spano is an independent investment advisor representative of Annex Wealth Management, LLC providing prudent financial planning and institutional style investment management to individuals, families, non-profit organizations and small to medium sized businesses. Kirk conforms to the best practices found within the financial and investment industries, including being a fee based advisor. 

Central among Kirk's tenets is to build a margin of safety into every investment decision. His strongest influences in finance are the world's greatest investors, not the sales driven financial industry. Kirk builds long-term trusting client relationships with people who are serious about improving their financial results and obtaining the benefits that come from a patient, sophisticated and well informed approach to investing, financial planning, retirement planning, estate planning and business benefits. 

Kirk's mission is to help you overcome your personal financial fears and obstacles, avoid significant setbacks and take advantage of opportunities that others miss.  Kirk and his team want to help you reach the greatest levels of financial freedom and inner peace possible by providing ethical, creative client based solutions, so that you can pursue more of your dreams.

Click here to read Kirk's welcome message.

Click here to read Kirk Spano's monthly letters to clients.

Kirk and his team and offer:

• Financial Planning

• Fee-based Investment Management

• Socially Responsible Investing (SRI)

• Retirement Plan (401k, 403b, TSA...) Subaccount Management

• Retirement Plan Rollovers to Individual Retirement Accounts (IRA) & Roth IRA

• Tax Managed Retirement Income & Distribution Strategies

• SEP IRA & SIMPLE IRA for Small Business

• 401k Design, Implementation & Ongoing Services

• Health, Medigap, Disability, Long-term Care & Life Insurance

• Estate Planning & Charitable Giving Plans

• Asset Management for Foundations and Charities

Contact Kirk to get a free second opinion of your current investment portfolio and financial planning, and to find out how you might be able to improve your situation and benefit from working with Mr. Spano and his team.