ACE Wealth Partners, LLC

ACE Wealth Partners provides investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, foundations, estates, charitable organizations and employer retirement plans, acting in a fiduciary capacity and offering both discretionary and non‑discretionary portfolio management. As disclosed, the firm managed approximately $79.1 million for about 68 clients and implements accounts through custodians including Altruist and Betterment Institutional.

The firm employs fundamental analysis and a primarily long‑term investment approach, constructing diversified portfolios from mutual funds, ETFs, stocks, bonds, CDs and cash while occasionally recommending commodities or precious metals in limited circumstances and using cash positions as a hedge. For smaller accounts ACE commonly uses an Investment Management Platform through Betterment Institutional, where ACE sets allocations and oversight and Betterment executes ETF trading and automated rebalancing.

ACE discloses capabilities that are atypical among its peers: its disclosures indicate it may utilize derivatives in separately managed accounts, and it combines that capability with outsourced robo‑platform implementation for smaller relationships and ERISA 3(21) retirement‑plan advisory services. The firm is fee‑only, led by a principal who holds CFP and ChFC certifications, and receives institutional platform and technology support from its chosen custodians—operational features that can shape how smaller or legacy holdings and plan accounts are managed.