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Exceptional Wealth ─ Clear Strategies to Protect and Grow Your Net Worth
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Exceptional Wealth ─ Clear Strategies to Protect and Grow Your Net Worth

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:NT$ 763 元
無庫存,下單後進貨(到貨天數約30-45天)
下單可得紅利積點:22 點
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作者簡介

商品簡介

All wealth management is not the same. If you are a high net worth individual, it’s crucial to know that the rules are different for you.
Mark Tepper assures us that we should consider ourselves wealthy if we have the resources to live the life we want to live without compromise. But things are different if you fall into one of these groups based on your net worth: Affluent— $250,000–$1,000,000; Middle Class Millionaires—$1–$5,000,000; High Net Worth—$5–$25,000,000; and Ultra-High Net Worth—over $25,000,000. If you are a member of one of these groups, you can’t afford to miss this valuable guide to wealth management. 
Tepper, president and CEO of Strategic Wealth Partners and author of Walk Away Wealthy, advises affluent readers that managing their wealth is complex, and he explains and stresses key steps and sophisticated strategies that should be implemented by experienced professional financial advisors to ensure continued success. Underscoring the fact that each of these groups has different forms of wealth, investments, and accounts, he shows why every individual and family needs unique financial plans and strategies. Investment management might have made these individuals wealthy in the first place, but Tepper shows how proper wealth management will keep them wealthy in the future.
?Those whose wealth exceeds $5,000,000 will likely benefit most from the information that Tepper outlines in Exceptional Wealth, but this book is relevant to any reader looking to take next step in wealth accumulation and preservation. Tepper makes it clear why wealthy individuals need to hire professionals, trust them, and let them do their jobs.

作者簡介

Mark Tepper is the president and CEO of Strategic Wealth Partners, a comprehensive wealth management firm that specializes in working with higher-net-worth families. Strategic Wealth Partners has made the Inc. 5000 for several consecutive years, making it one of the fastest-growing private companies in America. Mark has helped his clients develop and oversee their financial plans, prudently manage their investment portfolios, and facilitate successful exits from their privately held businesses.
A well-known financial commentator, Mark appears regularly on CNBC’s Power Lunch and Closing Bell as well as on the Fox Business Network. He has been featured in the Wall Street Journal, Kiplinger’s, and Inc. magazine. Mark is also a member of Entrepreneurs’ Organization (EO).
Mark holds a BSBA in finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNERTM professional. 

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定價:100 763
無庫存,下單後進貨
(到貨天數約30-45天)

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