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My goal, at IPI, at  Wharton Private Wealth Management programs, and with this book, has been to improve the investor-advisor relationship. Many books address how to invest,  but my book shows you how to work with an advisor.  That's critical for your success and without it,  you are flying blind.  My hope is that you learn how to be the CEO of My Wealth, Inc.

Advisors can play an important role, too, and an open and honest dialogue will create a partnership that will benefit both you and the advisor.

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!


      

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Wealth Management Unwrapped Revised and Expanded

release date August 28, 2017 


U by Charlotte B. Beyer


TheStreet Interview

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