Our Firm

Committed to excellence

Pace Wealth Management is a full-service financial firm with the clear vision of helping you "create the path" to financial success. Our firm is entirely independent, hence, our loyalty belongs exclusively to our clients, not to a parent company. We are committed to assisting, educating, and providing you with the exceptional value of fully customized financial planning strategies, which may include Wealth Accumulation, Investment Management, Comprehensive Financial and Retirement Planning, Insurance Planning, Legacy Planning, and Education Planning, Portfolio Review and Analysis, Solutions for Business.

We draw on the global resources from our partners and collaborate with your trusted advisors like Attorneys, CPA's or Tax Specialists in order to develop strategic solutions to address the complex needs of each client and simplify your financial life.