Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present

Charlotte B. Beyer

jun 2018 · Gildan Media · Narrado por Marguerite Gavin

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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 fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. 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. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

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A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Her career spans over forty years, first on Wall Street, and then as founder of the Institute for Private Investors in 1992. In 2012, Beyer founded the Principle Quest Foundation, which supports innovative education and mentoring programs for women.

Marguerite Gavin is a seasoned theater veteran, a five-time nominee for the prestigious Audie Award, and the winner of numerous AudioFile Earphones and Publishers Weekly awards. Marguerite has been an actor, director, and audiobook narrator for her entire professional career, and has over four hundred titles to her credit.