Ever wondered how a financial guru transitions from snowy Michigan to sunny Southwest Florida? Our latest conversation on the Good Neighbor Podcast features Robert Chastain of Annex Wealth Management, who unpacks his personal journey and the strategic move of Annex following their clients to the balmy shores of Florida. Find out how Robert's expertise, shaped by a history in the auto industry and a frustration with conventional brokerage services, now serves the community with a comprehensive suite of financial services, from planning to management. Tune in and take away his key insights into the evolution of the financial sector, and how residing in the Sunshine State influenced his career and service philosophy.

Today's episode is more than just a discussion; it's a masterclass in financial strategy from a firm that's a fiduciary 100% of the time. With Robert Chastain at the helm, we explore the unique, in-house, no-finger-pointing policy that gives Annex Wealth Management its edge. Discover the myths that often cloud the finance industry and understand the transparent, product-free approach of Annex that sets it apart. Local business owners, those seeking financial wisdom, or simply neighbors curious about fiscal advice – this episode has something for everyone. Listen as we weave through the realms of financial planning, estate planning, tax planning, and investment management, on a quest to empower you with knowledge for your financial voyage.

Annex Wealth Management – Naples
Robert Chastain
Director of SWFL
4901 Tamiami Trail North
Naples, FL 34103
239-350-6363
WEBSITE

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