KACE Wealth Management

KACE Wealth Management

5.0
(877) 834-7353 (Toll Free)
155 East Boardwalk Drive, Fort Collins, Colorado 80525, United States

KACE Wealth Management

(877) 834-7353 (Toll Free)
155 East Boardwalk Drive, Fort Collins, Colorado 80525, United States

About

Hiring a Financial Advisor should not feel like a leap of faith, so we turned the tables in your favor. Here with KACE WEALTH MANAGEMENT the difference is revolutionary.

KACE WEALTH MANAGEMENT

Alone You Can, Together We Will

Let's plan your brighter future.

ABOUT

OUR MISSION IS YOUR ADVANTAGE

When I set out to start my own firm I had a single mission, to level the playing field between client and advisor because trust and confidence should be earned and never assumed.  

Hiring a Financial Advisor should not feel like a leap of faith, so we turned the tables in your favor. Here with KACE WEALTH MANAGEMENT the difference is revolutionary.

WORKING WITH US

Working with us is to challenge conventional wisdom.  Here at KACE WEALTH MANAGEMENT we are redefining the financial advisor by giving you the power to choose - the power to choose the way you work with your financial advisor, the level of service you receive from your financial advisor, and the way you pay your financial advisor.

For those who choose to work with KACE WEALTH MANAGEMENT, we give you a choice, you can hire us full-time (traditional) or on-demand (non-traditional). It is this choice that gives you more control over 1) the cost of advice, 2) the frequency of that advice, 3) and the level of service you desire. This also gives us the opportunity to earn your trust and confidence. 

With our traditional model, you receive all the options and services on our menu, regular monitoring of your plan and accounts, and access to our award-winning technology and support. Under our non-traditional model, you hire us to focus solely on you and the specific goal or objective at hand, and all without moving a single account.

Whichever option you choose, everyone receives our 23-years of experience and expertise working with clients of all backgrounds and risk tolerance to tackle your most pressing need. 

WHY HIRE A CONSULTANT

We all have a tool box with at least a hammer and screwdriver but just imagine what you could build if you also added a handsaw, tape measure, or drill. Here at KACE WEALTH MANAGEMENT, we're not only your portfolio manager but we're also educators. We are as curious as you about investing and we apply our 23 years of experience in everything we do. Because your ideas are critical to our process, you can expect to build your knowledge base because an informed investor is a better investor.  

We are also proud of our open architecture platform which means we are only limited by our imagination. With access to a wide scope of investment options, together we will create a path for pursuing your financial goals.

 

ADDITIONAL SERVICES BY PLANNING AREA

  1. Retirement Planning
  2. Business Planning and Consulting
  3. Divorce Settlements and Consulting (financial only)
  4. Education Planning
  5. Executive Compensation Strategies
  6. Estate Planning and Insurance
  7. Investment Management
  8. Employer Retirement Plans and Plan Participant Consulting
  9. Risk Management
  10. Tax-Efficient Portfolio Strategies
  11. On-going Financial Plan Management and Maintenance

ABOUT ME

Since 1999, I have been helping individuals grow and preserve their assets and plan for the retirement they deserve. I got my start just as the dot.com bubble was bursting. Over the years I've worked through bull and bear markets, experienced many different economic cycles, and watched the financial services industry evolve. Albert Einstein once said, "The only source of knowledge is experience." I put my 23 years of experience into every task I perform to create an investment plan that is designed specifically for you. As an Independent representative I can eliminate any conflicts of interest and I strive to uphold a fiduciary standard.

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Fee For Advice

Reviews

K.H.
January 31, 2023
College Savings
I started saving for my kids' college the moment they were born. I've never really understood the stock market and had even less experience managing the risks. I made Alan my advisor of record a couple of years before the pandemic hit, and his advice to readjust the portfolio just ahead of our economy closing was the best decision I've ever made; he literally saved my kids' college education!
Did you find this review helpful?
Veronica Romero
December 16, 2022
Years of great service & advice is priceless
I’ve been working with Alan since 2003 and the reason I’ve stayed with him for so long is because he breaks things down in ways I can understand. I had other advisors in the past and I never really understood what I owned. I can definitely say that I’m a more informed investor because of Alan.
Did you find this review helpful?
Mary P.
December 15, 2022
Retired
Alan has been my financial advisor for about 5 years. When my financial advisor retired, I didn’t know what to do. I was introduced to him by my accountant. I know more now than I ever have about my investments and I’m grateful I have someone who I can trust to do this for me.
Did you find this review helpful?

Hours

Open Now
Sunday: Closed
Monday: 9:00 am - 5:00 pm
Tuesday: 9:00 am - 5:00 pm
Wednesday: 9:00 am - 5:00 pm
Thursday: 9:00 am - 5:00 pm
Friday: 9:00 am - 5:00 pm
Saturday: Closed

Location

155 East Boardwalk Drive, Fort Collins, Colorado 80525, United States
Get directions
K.H.
January 31, 2023
College Savings
I started saving for my kids' college the moment they were born. I've never really understood the stock market and had even less experience managing the risks. I made Alan my advisor of record a couple of years before the pandemic hit, and his advice to readjust the portfolio just ahead of our economy closing was the best decision I've ever made; he literally saved my kids' college education!
Did you find this review helpful?
Veronica Romero
December 16, 2022
Years of great service & advice is priceless
I’ve been working with Alan since 2003 and the reason I’ve stayed with him for so long is because he breaks things down in ways I can understand. I had other advisors in the past and I never really understood what I owned. I can definitely say that I’m a more informed investor because of Alan.
Did you find this review helpful?
Mary P.
December 15, 2022
Retired
Alan has been my financial advisor for about 5 years. When my financial advisor retired, I didn’t know what to do. I was introduced to him by my accountant. I know more now than I ever have about my investments and I’m grateful I have someone who I can trust to do this for me.
Did you find this review helpful?
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