For the 3rd consecutive year, ACE Wealth Partners founder and president, Kevin McNab has been selected as a 2018 Denver Five Star Wealth Manager. The Five Star Wealth Management award is given to wealth managers who are nominated by peers and pass strict evaluation criteria associated with outstanding work.
Kevin McNab is the Founder and President of ACE Wealth Partners – an independent, fee-only comprehensive financial planning, asset and wealth management firm. Built on integrity, transparency and service, ACE Wealth Partners was founded to provide clients with the highest degree of service and uncompromised expertise.
With more than 20 years of experience as a Wealth Management Advisor at nationally recognized firms, Kevin McNab specializes in working with clients within the academic, community and entrepreneurial fields. He provides sophisticated solutions to an intimate group of clientele by aggregating all assets to form a complete financial picture, truly acting as his client’s personal CFO. Kevin is also an author writing financial and business articles for multiple magazines.
Kevin received a B.B.A in Finance from Western Michigan University and a Masters in Finance from the University of Colorado. Kevin has demonstrated his commitment to his profession by earning the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.
The Five Star Wealth Manager award is presented to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with outstanding work. Eligibility criteria required include 1) Credentialed as an investment advisory representative or a registered investment advisor 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years 3) Favorable regulatory and complaint history review 4) Fulfilled their firm review based on internal firm standards 5) Accepting new clients. Evaluation criteria considered include 6) One-year client retention rate 7) Five-year client retention rate 8) Non-institutional discretionary and/or non-discretionary client assets administered 9) number of clients households served 10) education and professional designations.