Have you assessed your financial risk?

Come Have a Conversation with our Team

Thanks for considering Connors Wealth Management! As a potential new client, we are committing to giving you a holistic and comprehensive view of your financial situation so we can provide personalized service.

Your relationship with us starts with discovery. -

What's your Risk?

Step 1: Learn a little more about our team:

Step 2: Fill out this short survey to assess your household cash flow and investment return needs. A member of our client service staff will then be in touch to follow up with next steps.

Step 3: Our team focuses on a multi-meeting process for beginning our relationship with you – we want you to know us as well as we get to know you! At an in-person meeting, we will design and present a custom portfolio plan for you to pursue your sustainable cash flow and long-term retirement goals.

YOU are our communication and service focus, which means as our client you will have access to:

• Weekly market commentary
• Monthly advisory letter and portfolio updates
• Phone call from our team every 30 days
• Quarterly portfolio reviews
• Special events throughout the year to connect with your Connors Wealth Management team

Have Questions? CONTACT US!

Office Phone: 321-868-0732

Email: Olivia.Covey@spacecoastadvisor.com

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Connors Wealth Management are separate entities.