Who Is Ascani Wealth Management

Ascani Wealth Management Who Is Dan Ascani? Ascani Wealth Management is a full-service wealth manager located in the Golden Bear financial center in North Palm Beach , Florida. Specializing in discretionary account management for individuals and corporate retirement plans, Ascani Wealth Management is an office of independent brokers and financial advisors introducing accounts to major clearing firms such as Fidelity, TD Ameritrade, and Pershing. As independent advisors, Ascani Wealth Management publishes its own market research, views, and use its own proven proprietary models for active account management. Its advisors are not “married” to the proprietary products and funds typical of wire house platforms. Instead, client financial goals and risk tolerance levels are used to match up nearly any investment product available on the Street. Ascani Wealth Management uses Kovack Securities, Inc., member FINRA/SIPC, and Kovack Advisors, Inc., for its back office operations, compliance, and new accounts processing. Ascani Wealth Management is an Office of Supervisory Jurisdiction registered in the state of Florida and supervised by Kovack Securities, Inc. Lead by Dan Ascani, a veteran advisor and broker of 27 years, Ascani Wealth Management employs its own staff for research, trading, and financial advisor functions. DanA licensed professional of over 25 years, Dan Ascani has provided individual and institutional investors with consulting and investment services ranging from hard-dollar research and forecasting to trading systems and individually managed accounts. Whether for mutual funds, hedge funds, Registered Investment Advisers, or individual investors, Dan's expertise in developing and executing investment strategies has been recognized by many well-known investment firms.