Annex Wealth Management Acquires Marietta Investment Partners
We are excited to share some very important news about the future of Marietta. On October 1, Marietta agreed to be acquired by the Milwaukee area-based, fee-only firm Annex Wealth Management. The deal is expected to close in the first week of November. We believe partnering with Annex will bring considerable benefits to both our clients and our team.
Since our founding in 2000, Marietta has strived to build lasting relationships by helping people invest wisely. Over the years, the industry has evolved and many clients now look to their investment advisors for guidance on a broader range of financial matters. Therefore, we approached this opportunity with two primary objectives. First, we wanted to strengthen our ability to serve clients by expanding the resources, expertise, and capabilities available to them. Second, we wanted to ensure the long-term continuity and growth of the team responsible for delivering that service. We believe this partnership accomplishes both goals without sacrificing the values that have guided Marietta since its inception.
The integration will merge Marietta’s investment capabilities with Annex’s holistic wealth management platform. For clients whose financial considerations extend beyond investment advice, a range of planning professionals, strategists, and support staff will now be available under the same umbrella to address their needs. While these ancillary services will be available to every client, they will be under no obligation to use them. We understand many clients have existing relationships with attorneys, accountants, and other trusted advisors, and will want those relationships to continue. They will be more than welcome to do so. And we will be more than happy to continue working alongside them (you), as always. In short, by combining Annex and Marietta’s respective strengths, we believe we will deliver a client experience that is more valuable than either firm could provide independently.
Seven years ago, when we purchased Marietta from our founder, John Evans, we did so with the commitment to carry on his legacy of providing clients expert investment stewardship and exceptional personalized service. It is in that same spirit that we share this news with you today. We are deeply grateful for the trust, loyalty, and friendship you have shown Marietta over the last 26 years. Many of our relationships span decades and multiple generations and mean a great deal to us both personally and professionally. Although the name on our door will change, our commitment to these ideals will not.
We enter this next chapter with great optimism and enthusiasm. From the bottom of our hearts, thank you.
Sincerely,
The Marietta Family
P.S. We invite you to read the official press release on Annex’s website by clicking here.