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


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


Wealth Management Unwrapped Revised and Expanded

2017 


U by Charlotte B. Beyer


TheStreet Interview

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You are the CEO of My Wealth, Inc. — so take charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to a system for interviewing potential advisors, this book is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a clearer view of how to fully realize the dreams and goals your wealth now affords you. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children.

Once you finish this book, you will know whom 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 articulate your needs, your goals and your tolerance for risk.

Enjoy!