Welcome To Wealth Retirement Solutions

Ace Kuklin is a seasoned Private Wealth Manager who has been serving clients since 2012. With experience spanning both the institutional and retail sides of the financial industry, Ace offers a well-rounded perspective and deep knowledge in retirement planning, tax strategies, Social Security planning, and alternative investments.

 

Originally from Bulgaria, Ace moved to the United States with his family at a young age. His personal journey and professional experience have shaped a strong passion for helping clients pursue their financial dreams through customized, well-structured retirement and wealth planning strategies.

 

Ace specializes in working with high-net-worth individuals and families, providing personalized guidance designed to preserve, grow, and transition wealth efficiently. He is also passionate about educating the community on key financial topics, including retirement income planning, tax-efficient wealth strategies, and Social Security optimization.

 

Over the course of his career, Ace has helped raise more than $500 million in the private equity and alternative investment space. As a fiduciary, he is committed to putting his clients’ best interests first. He holds the Series 7, 63, and 65 securities registrations, along with the 2-15 insurance license.