Wealth Management Unwrapped Revised and Expanded

(Wiley 2017) 

U by Charlotte B. Beyer

The Street Interview

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My intention in writing this book was to empower, enlighten and inform you - whether you are a sophisticated or a novice investor. Four new chapters  address aging, robo-advisors, children, and women with wallets.
I am not trying to sell you anything or convince you of a strategy. Instead, my book gives you a GPS so you can discover your own unique investor personality and needs. You will make smarter decisions, no longer feel susceptible to a sales pitch or prone to emotional reactions during market ups and downs.
Once you finish this book, you will know who to trust - and enjoy the rewards of a real partnership with your advisor.  You will learn how to ask the right questions - and learn how to describe your needs, your goals and your tolerance for risk.
I wanted to give you, the reader, truly useful information you can use in today's world of complex financial products and services. You are the CEO of My Wealth, Inc. — so take charge and enjoy!

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This spot is great for news, announcements, tips and things. Rotate frequently.

This spot is great for news, announcements, tips and things. Rotate frequently.