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THE ACADEMY PROCESS

Straightforward guidance promoting prosperity for generations to come.

FREEDOM

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During the Freedom Stage, we work with you to preserve your time and resources through our systematic review process.

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We work with you to create a proactively-managed plan that supports your important financial outcomes.

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Our regularly scheduled conversations are designed to uncover needed actions as a result of changes within the Five Disciplines of Planning; Investments, Banking, Insurance, Taxes, and Estate Planning.

PURPOSE

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Once we are confident in supporting long term goals like retirement and education planning, many clients ask, “What’s next?”

 

The systematized planning process achieved in the Freedom stage allows us to move from “Wealth Management” to “Wealth Utilization.”

 

The Purpose Stage of the Academy Wealth Process is designed to reconnect your resources with your values. To build wealth that helps you live well today and tomorrow.

LEGACY

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Many of our clients desire to use their wealth to enhance the lives others.

 

However, it can be difficult to navigate the resources to be invested in making an impact and the appropriate vehicles to do so.

 

We have designed the Legacy Stage to guide our clients as they use their resources for family or philanthropic ventures.

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Phone: 616.404.4142

Fax: 616.469.1240

Email: info@academywm.com

3280 Beltline Ct. NE, Grand Rapids, MI 49525

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AK, FL, GA, IL, MA, MI, MN, NJ, NC, NM, TX, WA, WI

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©2025 Academy Wealth Management

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