ACE Wealth Management is an independent, fee-only registered investment advisor. We manage portfolios on your behalf — no commissions, no conflicts, no compromises.
Most financial advisors are not legally required to put your interests first. We are. Here's what that difference looks like in practice.
We don't earn money by selling you products. Our only compensation comes from you, which means our advice is never influenced by what pays us more.
As a registered investment advisor, we are held to the fiduciary standard — a legal obligation to always act in your best interest, not just recommend "suitable" products.
You'll always know exactly what you own, what you're paying, and how your portfolio is performing — in plain language, not fine print.
We start with an Investment Policy Statement tailored to your timeline, risk tolerance, and objectives — and every decision we make flows from that document.
We manage portfolios on a fully discretionary basis, so you don't have to watch the market every day. We do that for you.
We manage your account on your behalf, making buy and sell decisions within your agreed strategy — no need to approve every trade.
We specialize in income-generating options strategies — particularly covered calls — that can produce cash flow from stocks you already own.
Fundamental and technical analysis guides our stock selection, balancing long-term growth with downside protection across market conditions.
Every client begins with a written IPS documenting their goals, risk tolerance, and time horizon — the foundation all portfolio decisions are built on.
We work best with clients who want a trusted professional managing their investments — and want to understand what's happening in their portfolio without having to become an expert themselves.
People who want professional management of their personal brokerage or retirement accounts.
Investors who want customized, actively managed portfolios — not a one-size-fits-all fund.
Clients who want to know their advisor is recommending what's best for them, not what pays the most.
People who want a straightforward explanation of what they own, why they own it, and what it costs.
Stacy Acevedo brings over 33 years of Wall Street experience to every client relationship. Her background spans some of the most prominent names in institutional finance — Citicorp, Bank of America, CME Group, CNBC, BusinessWeek Investor Education, ICE, thinkorswim, and Investools — where she developed her expertise in equities, options, and covered call strategies.
Stacy is widely recognized as a financial educator, having trained thousands of investors across the country through platforms including IncomeTrader, ProtectWealth, and the 3-Day Asset Protection Summit. She is known for her ability to take complex market concepts and translate them into practical, actionable strategies that work in any market environment.
Today, Stacy applies that same deep institutional knowledge directly to client portfolios at ACE Wealth Management — personally managing accounts and building tailored investment programs for each client, grounded in the same disciplined cash flow and growth approach she has spent decades teaching.
Bank of America
Citibank
Every client relationship follows the same disciplined framework — starting with your goals and staying grounded in them.
We start by learning where you are — your assets, liabilities, income, risk comfort, and what you actually want your money to do for you.
We document your goals, timeline, and strategy in a written Investment Policy Statement — a blueprint every decision is measured against.
We select positions using fundamental and technical analysis, apply options strategies where appropriate, and monitor continuously.
You receive clear, transparent reporting and direct access to your advisor — no call centers, no hand-offs to junior staff.
A commissioned advisor earns more when you buy certain products. A fee-only advisor earns the same regardless of what you own. That single difference changes every recommendation you'll ever receive. As a fee-only fiduciary, our compensation comes only from you — which means our advice is always aimed at one thing: your financial outcome.
A free consultation is the best way to find out whether we're a good fit. There's no obligation — just a straightforward conversation about where you are and where you want to go.