Arthur Ace

Arthur E. Ace
Wealth Advisor

1570 Manheim Pike

Lancaster, PA 17601-3038

About me

Background

Arthur is a Wealth Advisor with Truist Bank. He leverages more than a decade of experience in helping purpose-driven individuals, entrepreneurs, executives and professionals with customized, solution-based financial planning throughout their lifetime. Taking a holistic view of his client’s balance sheet, he works with them on quantifying their goals, needs and legacy aspirations. Arthur intersects specialized tools and strategies with experience from internal, subject-matter experts to assist his clients in the areas of Investment & Asset Management, Asset Protection Strategies, Insurance, Legacy Development and Estate Planning. Utilizing his qualitative skills and the psychology behind financial decisions he works to understand his client’s “WHY” and then creates a robust but tailored financial plan to help lead them to financial confidence.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance & Economics
Spalding University 2007 2011

Personal Interests

Arthur serves on the board of TOUCHSTONE Foundation (formerly Lancaster Osteopathic Health Foundation) where he chairs their Finance & Investment Committee. Arthur also serves as a Board Member of Lancaster County Work Force Development Board and is the President of the Lancaster Estate Planning Council, member of NEPC. 

Arthur played collegiate soccer and continues to be an avid sports fan. He and his wife, Rachel, enjoy traveling and exploring the world. One day Arthur hopes to acquire his private pilot’s license and further satisfy his love of aviation.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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