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WealthAACE

Introducing "WealthAACE," our signature Wealth Care Service at AACE.  With WealthAACE. As your advocate, we're here to help you organize your financial house, ensure optimal protection of your life's value, and assist in leaving a meaningful legacy

Who We Are

WealthAACE symbolizes our commitment to providing comprehensive wealth management solutions. Our focus extends beyond traditional financial planning, encompassing a holistic approach to nurturing and managing your wealth. With WealthAACE, we offer personalized strategies that align with your unique financial goals and aspirations. Our team, equipped with expertise and a passion for excellence, is dedicated to guiding you through every step of your wealth-building journey, ensuring that your financial well-being is cared for with utmost precision and care.

What We Care

Wealth Building

  • IRA, Roth IRA, SEP IRA

  • Financial Portfolio Review

  • College Education Funding

  • Asset Protection

2

Wealth Accumulation

  • Retirement Planning

  • Business Owner Solutions

  • Annuity Solutions

  • Strategies to Defer Capital Gains Tax

3

Wealth Protection

  • Life Insurance Solutions

  • Mortgage Protection

  • Asset Protection

  • Comprehensive Approach to Financial Planning

4

Wealth Preservation

  • Retirement Planning

  • Annuity Solutions

  • ILIT for Estate Planning

  • Strategies to Defer Capital Gains Tax

Free Financial Counseling

Our volunteer financial advisors are here to help with your financial questions and concerns.

WorkWell, 17322 Murphy Ave, Irvine, CA 92614, USA

224-522-5896

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Expanding Client Services & Revenue

Elevate Your Practice with Comprehensive Financial Partnerships

Enhance your offerings with comprehensive financial solutions that deepen client relationships and set you apart in the competitive market. By partnering with us, you gain a collaborative edge, integrating key financial planning into your services and unlocking new revenue streams.

Our WealthAace Partners

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AACE EVENT

Join our diverse initiatives aimed at boosting digital proficiency and expanding financial understanding. Get involved today!

  • [부에나파크] 한미 절세전략 세미나
    [부에나파크] 한미 절세전략 세미나
    Thu, Nov 07
    The Source OC Office (D-413)
    Nov 07, 2024, 10:00 AM – 12:00 PM PST
    The Source OC Office (D-413), 6940 Beach Blvd, Buena Park, CA 90621, USA
    미국 유일의 세미나. 최고의 한-미 자산 이동 전문가 그룹이 미국시민권자, 영주권자의 한국자산의 양국 세법을 활용한 상속.증여와 부동산 절세 전략을 핵심만 알려드립니다.
  • [얼바인] 한미 절세전략 세미나
    [얼바인] 한미 절세전략 세미나
    Wed, Nov 06
    Von Karman Corporate Center
    Nov 06, 2024, 10:00 AM – 12:00 PM PST
    Von Karman Corporate Center, 16755 Von Karman Ave #200, Irvine, CA 92606, USA
    미국 유일의 세미나. 최고의 한-미 자산 이동 전문가 그룹이 미국시민권자, 영주권자의 한국자산의 양국 세법을 활용한 상속.증여와 부동산 절세 전략을 핵심만 알려드립니다.
  • 한미 자산관리 세미나
    한미 자산관리 세미나
    Jul 19, 2024, 10:30 AM – 11:30 AM PDT
    Irvine, 16755 Von Karman Ave #200, Irvine, CA 92606, USA
    미국 크로스보더 최고 전문가의 미 영주권자, 시민권자를 위한 세금 혜택 및 증여 상속 절세 세미나
  • [Webinar] College Fund Webinar - Korean
    [Webinar] College Fund Webinar - Korean
    Jun 29, 2024, 9:30 PM – 10:30 PM EDT
    Zoom
    [한국어 진행] Unlock the secrets to college funding! Join our seminar for key insights into scholarships, financial aid, and savings strategies. Start planning your educational future today!
  • 미국 재정교육가 과정 설명회
    미국 재정교육가 과정 설명회
    Jun 21, 2024, 9:30 PM – 10:30 PM EDT
    Zoom Webinar
    AACE (Asian American Community Empowerment) 는 비영어권 이민자 여성들의 금융 리터러시 교육을 통해 본인의 재정전략을 마련하고 나아가 이것을 전할 수 있는 교육가로 활동할 수 있도록 오랜기간 검증된 커리큘럼을 제공합니다.
  • [Book Talk] 머니라이터 볼리의 머니토크
    [Book Talk] 머니라이터 볼리의 머니토크
    Jun 15, 2024, 7:00 PM – 8:00 PM EDT
    Zoom
    여성을 위한 첫 금융 안내서 '자기만의 방 마련하는 법'의 저자 볼리 (박보현) 님의 돈그릇 키워내는 이야기를 나눕니다.
  • Simply Tax : Understanding Form 1040
    Simply Tax : Understanding Form 1040
    Jun 04, 2024, 6:00 PM – 7:00 PM PDT
    Zoom
    Taxes don't have to be stressful! Join our class, "Simply Tax : Understanding Form 1040," where we'll make tax season easy and manageable. Led by a friendly and experienced CPA who knows all about taxes and cross-border funds, this class is perfect for moms who are new to the world of tax.
  • [June] AACE Book Club
    [June] AACE Book Club
    Sat, Jun 01
    kakao talk
    Jun 01, 2024, 7:00 PM EDT – Jun 14, 2024, 11:00 PM EDT
    kakao talk
    미국에서 경제적 자립과 자유를 배워나가기 위한 북클럽. 경제적 자유를 꿈꾸는 여성들을 위한 금융 생활 입문 가이드인 ‘자기만의 방 마련하는 법’ 과 저자 직강 + a 가 있는 AACE BOOK CLUB 에 초대합니다.
  • [Irvine] College Fund Seminar - Korean
    [Irvine] College Fund Seminar - Korean
    Fri, May 24
    May 24, 2024, 10:00 AM – 11:00 AM PDT
    Irvine WorkWell, 17322 Murphy Ave, Irvine, CA 92614, USA
    [한국어 진행] Unlock the secrets to college funding! Join our seminar for key insights into scholarships, financial aid, and savings strategies. Start planning your educational future today!
  • [ENG] Unlocking the Secrets of Orthodontic Treatment in the United States
    [ENG] Unlocking the Secrets of Orthodontic Treatment in the United States
    May 22, 2024, 10:00 AM – 11:00 AM PDT
    Zoom
    Attention moms! Curious about orthodontic care for your family? Join us for a special webinar with Kyle Lee, the go-to expert in orthodontics. Get all your questions answered and discover the best treatment options for your loved ones. Don't miss out – sign up now!
  • [Webinar] Beyond Death Benefits: 아는 사람만 아는 미국 보험 사용법
    [Webinar] Beyond Death Benefits: 아는 사람만 아는 미국 보험 사용법
    May 16, 2024, 9:00 PM – 10:00 PM EDT
    Zoom
    Unlock the potential of your life insurance policy with our seminar on "Beyond Death Benefits: Exploring Living Benefits in Life Insurance Policies." Discover how to leverage your policy for financial support in times of need, from health crises to retirement planning. Don't miss out on learning how
  • [Webinar] Asian Women Career Opportunity Seminar
    [Webinar] Asian Women Career Opportunity Seminar
    May 10, 2024, 7:00 PM – 8:00 PM PDT
    Zoom
    Ready for a Career Comeback? Join AACE’s seminar for Asian women on digital skills and financial management in the U.S. Unlock opportunities, gain expert advice, and reignite your career journey. More details coming soon!
  • [Webinar] College Fund Webinar - Korean
    [Webinar] College Fund Webinar - Korean
    May 08, 2024, 9:00 PM – 10:00 PM EDT
    Zoom
    [한국어 진행] Unlock the secrets to college funding! Join our seminar for key insights into scholarships, financial aid, and savings strategies. Start planning your educational future today!
  • [Webinar] 2기 디지털, 재정역량 교육 설명회
    [Webinar] 2기 디지털, 재정역량 교육 설명회
    May 03, 2024, 10:00 PM – 11:00 PM EDT
    Webinar
    해외이주, 출산과 돌봄등의 이유로 커리어를 잠시 멈춘 한인 여성들을 위한 디지털 활용법과 미국에서의 재정관리의 기본 역량 교육 합니다. 사이드잡이나 창업, 취업을 통해 사회 진출의 자신감을 높이고 나아가 미국에서의 은퇴준비까지 계획할 수 있도록 돕습니다.
  • Strategies for Protecting Your 401(k) at Retirement
    Strategies for Protecting Your 401(k) at Retirement
    Apr 27, 2024, 10:00 AM – 11:00 AM PDT
    Irvine, 17322 Murphy Ave, Irvine, CA 92614, USA
    Secure your financial future with our essential seminar on protecting your 401(k) in retirement. Learn expert strategies to maximize and safeguard your investments, ensuring a stable and fulfilling retirement. Perfect for those nearing retirement or planning ahead.
  • [Irvine] College Fund Seminar for OCSA korean parents
    [Irvine] College Fund Seminar for OCSA korean parents
    Fri, Apr 26
    Small conference room at WorkWell
    Apr 26, 2024, 10:00 AM – 11:00 AM PDT
    Small conference room at WorkWell, 17322 Murphy Ave, Irvine, CA 92614, USA
    Unlock the secrets to college funding! Join our seminar for key insights into scholarships, financial aid, and savings strategies. Start planning your educational future today!
  • [Webinar] First time homebuyer Seminar - 한국어
    [Webinar] First time homebuyer Seminar - 한국어
    Apr 24, 2024, 7:00 PM – 8:00 PM PDT
    Zoom Webinar
    Provide a comprehensive view of the financial responsibilities and safeguards involved in buying a home, making it an invaluable session for those embarking on the journey to homeownership.
  • [Irvine] College Fund Seminar
    [Irvine] College Fund Seminar
    Multiple Dates
    Wed, Apr 17
    Small conference room at WorkWell
    Apr 17, 2024, 10:00 AM – 11:00 AM PDT
    Small conference room at WorkWell, 17322 Murphy Ave, Irvine, CA 92614, USA
    Unlock the secrets to college funding! Join our seminar for key insights into scholarships, financial aid, and savings strategies. Start planning your educational future today!

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