American Academy Wealth

American Academy Wealth empowers Academy Attorneys to become Trusted Attorney Advisors​. The system is centered on each client’s best interest and combines your unparalleled expertise as an estate planning attorney with a Nobel Prize-winning wealth management system​.

On-Going Training

In-Person Trainings

Weekly Training “Office Hours” Call: Wednesdays at 1pm Pacific for 1 hour Weekly calls to ask questions, receive additional training on meeting workflow and financial statements submitted in advance Training is for everyone in AAW firms, all team members are welcome and encouraged to attend Submit questions or statements to review questions@americanacademywealth.com Email events@americanacademywealth.com to get Zoom link

Two Boot Camps Each Year January and June Three full days of training Group dinners on night one and two Cost for new firms: $7,500 first seat $2,500 for each additional seat Comprehensive training includes meeting system workflow, compliance, fiduciary standards, and understanding portfolio design

Two Summit Trainings Each Year Spring Summit and Fall Summit Pre-Summit Training on Thursday morning 9am – 11am No cost to attend Summit Trainings Ideal for the entire team and those interested in AAW