tell me about
Whether you want to consider professional money management or our recommendations for your brokerage portofolio, call us toll-free at 1-877-578-5788, or 1-561-578-6678 and ask to speak to an investment adviser representative.
If you would like to become a client of Ascani Wealth Management, our client services staff is ready to assist you. Whether you open a brokerage account or a managed account with us, you’re opening an account with Fidelity Investment and National Financial Services, a division of Fidelity, and through Kovak Securities.
Originally established in 1949, Fidelity Investments provides a number of services to its correspondent broker-dealers, institutional investment firms and registered investment advisors including brokerage clearing, back office support and a suite of software products for financial services firms.
Step 1: Simply send us your most recent brokerage account, 401(k), 403(b), or annuity statement(s) via U.S. mail, fax or e-mail:
 |
New Account Forms - Individual, Business and IRA Application |
|
Margin Account Application |
|
Simple IRA Account Application |
|
Option Account Application |
|
Margin Agreement |
Ascani Wealth Management, LLC
11780 U.S. Highway One, Suite 202N
North Palm Beach, FL 33408
Fax: 1-561-253-8155
E-mail: Please send electronic statements to our secure e-mail
address at 
Step 2: We will send you a welcome package that includes:
• Investment Advisory Agreement (if you’d like us to manage your account)
• Pre-completed transfer forms
• Pre-completed new account forms
• Postage-paid return UPS envelope
Step 3: Return the completed Investment Advisory Agreement and all account forms to our address above.
If you have questions about how to become an Ascani Wealth Management client, please call 1-877-578-5788 (INTL 561-578-6678) and ask to speak to an investment adviser representative or broker.