Voit & Company has joined forces with Annex Wealth Management
Voit & Company, a Registered Investment Advisory firm, partners with our clients to pursue their life ambitions by building customized portfolios of individual stocks, bonds and options
Option investing may be utilized to generate income for an account or to offer protection during volatile market conditions to mitigate downside risk. Our aim is to lessen volatility through a combination of diversification, the use of options and by investing in value orientated, large-cap, dividend paying stocks for the equity portion of a portfolio. We focus on the unique financial planning needs of our clients by providing high level analysis and coordinating with their CPA or tax preparer. Tax implications and strategies are considered in the disciplined investment process we have utilized for over 30 years.
We work hard to gain and keep your trust and strive for excellence by being proactive, accurate (follow-up, follow through) and timely with client requests.