• WEALTH MANAGEMENT

  • WEALTH MANAGEMENT

  • WEALTH MANAGEMENT

  • WEALTH MANAGEMENT

  • WEALTH MANAGEMENT

Wealth Management

Academy Wealth Advisers is a trusted name when it comes to providing wealth management services in Bucks County, the city of Philadelphia, eastern Pennsylvania and central New Jersey.  We serve the needs of many different types of clients, including, individuals, couples, families, businesses, trusts, private business owners and corporate executives.  We offer comprehensive financial services designed to meet all of your investment and portfolio management needs. We create innovative, highly efficient solutions aimed at integrating and coordinating all of your financial needs, goals and interests.

The goal of our wealth management services is to keep your wealth secure and to give you peace of mind that your hard earned investments are properly and appropriately positioned to provide you with a comfortable retirement.  With our wealth managers at your side, you can rest assured that we will have an in depth understanding of your vision of what a happy, healthy and prosperous retirement is. 

Our dedicated team of asset and wealth managers are experienced in creating investment plans that balance risk and expected return, are well diversified, efficient and transparent.  Our work starts with a strategic asset allocation that is the foundation of the portfolio, then, we use various tactical overlays to take advantage of shorter term market trends. Our goal is to capture significant upside in rising markets with less downside risk in declining ones.

We see our role as more that just consultants, but as partners in achieving your retirement and wealth planning objectives. We work closely with our clients so that they will understand the nature of our work, the rationale for our recommendations and the various options they can consider. We  provide regular updates on our work and encourage them to let us know when their investment plans are not performing up to their expectations. 

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