Our Services

investment opportunities JP TurnerThrough leading-edge technology and access to unbiased research, your Academy Wealth Management representative will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office Summit Brokerage Services Inc., we have access to a wide array of investment products and services including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.


 

Our office specializes in providing the following financial services:
 

  • Tax-aware investment strategies
     
  • Investment management
     
  • Retirement planning strategies
     
  • Estate conservation
     
  • Wealth Management
     
  • College Savings Planning