Type your paragraph here.

Wealth Management Unwrapped Revised and Expanded

(Wiley 2017) 

U by Charlotte B. Beyer

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!

Type your paragraph here.

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

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