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

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

ISBN: 9781626344563
Publisher: Greenleaf Book Group Press
Publication Date: 2018-01-02
Any used item that originally included an accessory such as an access code, one time use worksheet, cd or dvd, or other one time use accessories may not be guaranteed to be included or valid. By purchasing this item you acknowledge the above statement.

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.

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