• Senior Executives: We act as your personal CFO and provide counsel on stock option decisions, cash-flow issues, discussions on 401(k) allocation, and corporate bonus distributions.
  
• Entrepreneurs: Likewise, we help successful business owners get control over their personal finances and investments so they can focus their energies on building more profitable businesses.
  
• Retirees: We help retirees maximize their income while minimizing risk so they can maintain their retirement lifestyle.
  
• Divorced Women/Widows: We help divorced women and widows get control over their personal finances so they can feel confident they are going to be okay.
  
• Senior Military Officers: We understand military pay, benefits, and the challenging lifestyle you lead. We provide a disciplined approach to reaching your financial goals so that you can be confident in having the lifestyle you want to lead after your military career.
  
• Professional Athletes: We help you protect your hard-earned assets from misguided investment schemes and assist you in planning for a career after sports.

We offer an initial introductory apointment at no charge. This provides an opportunity for you to present an overview of your financial situation, concerns, and expectations to us. We then mutually determine if Academy Wealth Management is able to meet those expectations and likewise that you will be a positive addition to our clientele.