Wealth-Management-Unwrapped

The FIRST book to read before you hire – or fire – your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor.

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.

“Short. Candid. Fun and easy reading. Full of good advice and useful insights.”
—Charles D. Ellis, author Winning the Loser’s Game

“Beyer’s advice is occasionally blunt—and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book.”
—Martin Fridson, Barron’s

“A masterpiece that every investor should read and own.”
—Lloyd Hascoe, Hascoe Associates

Wealth Management Unwrapped is the accumulation of Beyer’s extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors.

Many of the questions Wealth Management Unwrapped will answer:
• What kind of investor am I?
• What is the difference between an advisor and a money manager?
• How do I know whom to trust?
• Why should I care about conflicts of interest?
• How do I know if I might not prefer being a do-it yourself investor?
• What are the best questions to ask when interviewing an advisor?
• How do I know if I can trust the firm’s disclosure on fees?