Kevin McNab: Five Star Wealth Manager

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.

Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post 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 is intended to be, and you should not consider anything 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. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.