Connors Wealth Management
Financial Services - Cocoa Beach, FL, US
Connors Wealth Management Employees
Connors Wealth Management Senior Management
Connors Wealth Management Details
Connors Wealth Management is full service, independent, financial planning and investment management firm headquartered in Cocoa Beach, Florida. Every Relationship begins with a Discovery Process. A Wealth Plan is created to understand the investor's financial landscape and determine an investment return needed to attain goals. Using Riskalyze (cutting edge portfolio risk management software) to identify the investor's risk profile, the team then develops a custom portfolio using a "bucket strategy" approach, which matches a goal and time frame with each investment account, focusing on a sustainable retirement for each client. -Financial Planning -Investment Management -Life & Long-Term Care Insurance Transparency in Stock Portfolio Investments -Remove Investment Fund Expenses -Clarify What You Have Invested -Dynamic Online Portal: Performance Reporting, Financial Planning, Portfolio Risk Management Unique Service & Communication Model: -Custom Weekly Market Commentary -Monthly Advisory Letter & Portfolio Updates -Personal Phone Call from team every 30 days -Face-to-Face Quarterly Reviews -Client Appreciation & Educational Events throughout the year Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Connors Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.ConnorsWealth.com
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