A complete list of active advisors currently associated with Pace Wealth Advisors

Warmer can help you find a great advisor at Pace Wealth Advisors or one who fits your needs even better.

Pace Wealth Advisors provides financial planning and ongoing portfolio management primarily for individual clients, generally those with investable assets above $500,000 though this minimum may be waived. Its services include written financial plans, investment policy statements, model-portfolio selection, and oversight of accounts placed with independent managers and a third‑party custodial platform. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with client objectives, risk tolerance and tax considerations documented in an Investment Policy Statement and reviewed periodically. Portfolios are constructed mainly from mutual funds, ETFs (including precious‑metal ETFs), equities and fixed income, and may be implemented through third‑party model managers and the firm’s platform custodian. Notable distinctions include acting as the sponsor and portfolio manager for a wrap fee program, a structure that is uncommon among independent peers, and maintaining an institutional relationship with a single platform/custodian that provides research, technology and other economic benefits. The firm’s principal also conducts licensed insurance and mortgage activities (with insurance work representing about 20% of time), which can involve commissionable products and are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Pace Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.