Hiring a Financial Advisor should not feel like a leap of faith, so we turned the tables in your favor. Here with KACE WEALTH MANAGEMENT the difference is revolutionary.
Let's plan your brighter future.
When I set out to start my own firm I had a single mission, to level the playing field between client and advisor because trust and confidence should be earned and never assumed.
Hiring a Financial Advisor should not feel like a leap of faith, so we turned the tables in your favor. Here with KACE WEALTH MANAGEMENT the difference is revolutionary.
Working with us is to challenge conventional wisdom. Here at KACE WEALTH MANAGEMENT we are redefining the financial advisor by giving you the power to choose - the power to choose the way you work with your financial advisor, the level of service you receive from your financial advisor, and the way you pay your financial advisor.
For those who choose to work with KACE WEALTH MANAGEMENT, we give you a choice, you can hire us full-time (traditional) or on-demand (non-traditional). It is this choice that gives you more control over 1) the cost of advice, 2) the frequency of that advice, 3) and the level of service you desire. This also gives us the opportunity to earn your trust and confidence.
With our traditional model, you receive all the options and services on our menu, regular monitoring of your plan and accounts, and access to our award-winning technology and support. Under our non-traditional model, you hire us to focus solely on you and the specific goal or objective at hand, and all without moving a single account.
Whichever option you choose, everyone receives our 23-years of experience and expertise working with clients of all backgrounds and risk tolerance to tackle your most pressing need.
We all have a tool box with at least a hammer and screwdriver but just imagine what you could build if you also added a handsaw, tape measure, or drill. Here at KACE WEALTH MANAGEMENT, we're not only your portfolio manager but we're also educators. We are as curious as you about investing and we apply our 23 years of experience in everything we do. Because your ideas are critical to our process, you can expect to build your knowledge base because an informed investor is a better investor.
We are also proud of our open architecture platform which means we are only limited by our imagination. With access to a wide scope of investment options, together we will create a path for pursuing your financial goals.
ABOUT ME
Since 1999, I have been helping individuals grow and preserve their assets and plan for the retirement they deserve. I got my start just as the dot.com bubble was bursting. Over the years I've worked through bull and bear markets, experienced many different economic cycles, and watched the financial services industry evolve. Albert Einstein once said, "The only source of knowledge is experience." I put my 23 years of experience into every task I perform to create an investment plan that is designed specifically for you. As an Independent representative I can eliminate any conflicts of interest and I strive to uphold a fiduciary standard.
It is the questions we don't know to ask that end up hurting us in the end.
