Our number one priority is you.
5555 Erindale Dr., Suite 101
Colorado Springs, CO 80918
Phone:
(719) 574-1588
Academy Wealth Management Group is here to inspire our clients to take control of their financial lives.
We exist to represent our clients' interests. We provide our clients with customized solutions catered to their individual needs. We are not a big bank. We are not a call center. We are not a faceless institution. We communicate with our clients directly and personally. We pick up the phone when our clients call us. We are available, and we are answerable. We work for our clients as organizers, coaches and problem solvers. We enhance, simplify, guide, and grow our clients' financial lives. We are Personal Wealth Managers.
Take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. Should you, friends, family, or co-workers ever have questions about retirement, a 401k rollover, the stock market, asset protection, or the current state of the economy, feel free to explore and use the resources on our website, or contact our office directly. It's our pleasure to assist you anyway we can.
Thank you,
Vernon S. Werre
Founder
2016 © Academy Wealth Management Group, ALL RIGHTS RESERVED
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.