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Ascani Wealth Management offers a full range of wealth management services to high net worth investors, traditional brokerage customers, and institutions. When you open a brokerage account with us, Fidelity’s National Financial Services, LLC., clears the trades and is the custodian of your account. Kovack Securities, Inc. does our back office operations work for us. For more information, please call 1-877-578-5788 toll free, or 561-578-6678 and ask to speak with one of our Financial Advisors.
We offer individual managed account programs:
… or a diversified combination managed account programs
For investors looking to protect and grow wealth, or to seek market-beating returns, Ascani Wealth Management offers individual managed account portfolios of Exchange Traded Funds, or ETFs, diligently researched using Dan Ascani’s proprietary quantitative (mathematical) models supplemented by fundamental and Modern Portfolio Theory techniques.
If you would like a thoughtful second opinion regarding your current investments, please contact us for a free, no-obligation portfolio review. In today’s market, it is important to remain sufficiently diversified. We will also evaluate the tax efficiency and overall risk level of your current investments to ensure they are tailored to your individual needs.
We can work with you to structure a portfolio that will generate the income yields necessary to sustain your lifestyle in retirement.
We can assume management of employer-sponsored and self-directed qualified plans including 401(k), 403(b)—including educational and non-profit retirement plans
—457 and traditional IRA plans.
Whether you need tax-free municipals, annuities, bonds, or equities, Ascani Wealth Management can help you manage your brokerage account.
