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Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present
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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 fulfilling your responsibilities as CEO of My Wealth, Inc. this b...
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