New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. 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. To calculate the overall star rating and percentage breakdown by star, we don’t use a simple average. Her industry career spanned 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors IPI in 1992. The foundation made 85 modest grants to non-profits over the years, and in 2023 the foundation was wealth management unwrapped folded into a donor advised fund.
Common terms and phrases
For two decades Beyer earned the trust of UHNW investor members by protecting the safe harbor, education and community inside that private membership organization. Download the free Kindle app and start reading Kindle books instantly on your smartphone, tablet, or computer – no Kindle device required. “…Would be a good read for less sophisticated investors.” Read more
There was a problem filtering reviews. Please reload the page.
Beyer served on several industry and non-profit boards for three decades and was featured in the Wall Street Journal Donor of the Day column in 2011. A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Reading this book will give you confidence and knowledge enough to really grasp who you are as an investor.
Customers find the book informative, providing a great overview of things to consider in wealth management, with one customer noting it includes numerous endnotes for further research. Customers find the book provides a great overview of wealth management considerations and includes numerous endnotes for further research. 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. 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.
Wealth Management Unwrapped, Revised and Expanded
A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. By understanding how the business of wealth management works, you can ask the important questions and identify those advisors you can trust, not just the ones who tell you what you want to hear. After selling her company and retiring as CEO in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission was to support innovative education and mentoring programs for women with a focus on racial justice and gender equity.
Customer reviews
Moreover, they appreciate how it empowers individuals to understand wealth management, with one customer highlighting its practical tips for investors. You and your advisor can create an even stronger and long lasting partnership by reading this book together. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor.
See all supported devices
Before you hire or fire anyone who’s overseeing your money, read this book! “Excellent, straightforward, a must read!…” Read more “Easy to read and understand with highly actionable advice…” Read more “Charlotte Beyer has created the ultimate guide to managing investment relationships–including the most important one between you and your own wealth…” Read more
By Charlotte B. Beyer
“…The book provides investors with education and knowledge of the industry that should be required of a client of any type of wealth management firm….” Read more “…“Wealth Management Unwrapped” is an essential read for both investors and advisors.” Read more Customers find the book readable and excellent, with one mentioning it is suitable for less sophisticated investors.
Then you decide whether to seek a trusted advisor or prefer to be a do-it-yourselfer. You will hear from an insider with a sense of humor who knows both the landscape and landmines of managing wealth.
- Customers find the book readable and excellent, with one mentioning it is suitable for less sophisticated investors.
- The foundation made 85 modest grants to non-profits over the years, and in 2023 the foundation was folded into a donor advised fund.
- “Excellent, straightforward, a must read!…” Read more
- Take this convenient guide with you and become the CEO of your wealth today.
CHARLOTTE B. BEYER is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. 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. Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them. Her current actvities are dedicated to facilitating Principle Quest gatherings, creating a safe community for women, and helping women find support and/or inspiration from one another.
Product details
Take this convenient guide with you and become the CEO of your wealth today. This valuable resource puts more than two decades of illuminating stories and unflinching advice at your fingertips for everyday reference. Charlotte is an entrepreneur and a Wall Street veteran, who knows the secret language of the financial services industry from an insider’s perspective.
- Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them.
- Find this title in Libby, the library reading app by OverDrive.
- You and your advisor can create an even stronger and long lasting partnership by reading this book together.
- New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information.
- 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.
- Additionally, the book receives positive feedback for its readability, with one customer noting it’s easy to read and understand.
Books
Customers find the book easy to read and understand. Additionally, the book receives positive feedback for its readability, with one customer noting it’s easy to read and understand. Find this title in Libby, the library reading app by OverDrive. These ebooks can only be redeemed by recipients in the US.
“This is an excellent, smart and insightful look at wealth management from someone who has seen the industry from multiple perspectives and really…” Read more Customers appreciate the book’s educational value, as it empowers individuals to understand wealth management and builds their confidence in the process. “Some interesting new ideas, but much of the information is very basic, common sense. Would be a good read for less sophisticated investors.” Read more
Wealth Management Unwrapped Paperback – October 8, 2014
“Experienced insight from a person who has had place at the table with someone many of the wealthiest families in the US.” Read more “I liked the simplicity and the focus on self awareness and the relationship, instead of treating an advisor like a vendor and failing to understand…” Read more “…creates a client/advisor relationship that is lasting, respectful and informed….” Read more An Aresty Fellow at Wharton, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J.
