Wealth management unwrapped

By Charlotte B. Beyer

Subjects: Investment advisors, Personal Finance, Financial planners, Finance, personal

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.