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OUR CLIENTS

Paving The Way

Client 3

FIRST GENERATION WEALTH CREATORS

You've taken responsibility and worked diligently to get where you are today. The first question wealth creators ask is: "Am I doing what I need to be doing?" We will work with you to ensure the answer is "Yes." We love to help you answer the question that follows: "So what's next?" 

Client 5

NEXT GENERATION FAMILY LEADERS

As a next generation leader, you are already familiar with responsibility and expectation. As your family evolves with each generation, ownership becomes more complex. We will work with you understand and fulfill the roles you've been called to play and carry the torch for your family's continued prosperity.

Client 6

ENTREPRENEURS

As an entrepreneur, you may not always fit "inside the box." You are willing to work eighty hours a week so you don't have to work forty, and wealth to you is in the value you create, not just a number on a statement. We will work with you to ensure you have a plan for your business that provides for your family. 

Client 4

EMERGING LEADERS

You may not own a business or come from money, but what you have is trajectory. You are unafraid to work, and eager to invest in yourself. We will show you how. Together we will help you understand the value you create and put together a plan to grow. 

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Phone: 616.404.4142

Fax: 616.469.1240

Email: info@academywm.com

3280 Beltline Ct. NE, Grand Rapids, MI 49525

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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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©2025 Academy Wealth Management

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