Ace Wealth Partners

ACE is a registered investment advisor. Advisory services are only offered to clients or prospective clients where ACE and its representatives are properly licensed or exempt from licensure.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACE unless a client service agreement is in place.


Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.acewealthpartners.com (“Website”) or any of the information or services provided by ACE Wealth Partners, LLC (collectively “ACE”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by ACE in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

ACE reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on April 6, 2016.

No Offer or Advice

Please note that nothing in this Website should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing in this Website is intended to be, and you should not consider anything in this Website to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

This Website is for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice. Although this material is based upon information that ACE considers reliable and endeavors to keep current, ACE does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary.

Email Disclosures

ACE often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. ACE makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send ACE private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: ACE does not accept trading or money movement instructions via email.

As a registered investment advisor, ACE emails are subject to inspection by the Chief Compliance Officer of ACE and the securities regulators.

If you have received an email from ACE in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

ACE may utilize third-party websites that include social media websites, blogs and other interactive content. ACE considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, ACE may retain a copy of information that ACE or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of ACE or the securities regulators.

Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by ACE’s advisory persons after entering into an advisory agreement and provided ACE with all requested information about your background.

If you have any questions regarding our social media policies, please Contact Us.