Wealth management unwrapped
Subtitle: unwrap what you need to know and enjoy the present
By: Charlotte B. Beyer
Publisher: Rosetta Press
Published: 2014
Place of publication: New York, NY
Language: eng
Number of pages: 158
ISBN-13: 9780578145624; 9780578145617
Copyright date: 2014
Subjects: Financial planners; Investment advisors; Personal Finance
Description: "In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money."--Publisher's description.
Notes: Includes bibliographical references (pages 102-111) and index.