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Academic
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ACE Wealth Partners is the leading national wealth management firm working within the academic, medical and cultural fields. With over 19 years of experience, we understand the unique investments, benefits, income options and opportunities presented to professors leading up to and throughout retirement.
[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Your university retirement plan carrier may provide guidance on their specific accounts, but ACE Wealth Partners uses a holistic approach to not only provide expert asset management, but comprehensive financial planning. We manage all of your investments both inside your university retirement plan along with outside assets. Acting as your family CFO, we coordinate your affairs and interact with your CPA, estate planning attorney, and other professionals to ensure that you and your family are provided with the highest level of expertise and service. As an independent, fee-only firm with years of expertise within the academic field, we are able to help our clients make objective financial decisions without proprietary motives.
Please contact ACE Wealth Partners to understand how we can simplify your life, build dreams and achieve goals.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]
Where our clients have changed lives:
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- University of Denver
- University of Colorado
- Western Michigan University
- Princeton University
- Cornell University
- University of Northern Colorado
- Regis University
- Syracuse University
- University of Colorado Denver
- University of North Georgia
- Colorado State University
- …and many more!
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