Wealth Building - Softcover

David R. Reiser; Robert L. DiColo; Andrea R. Reiser; Hugh M. Ryan

Softcover

ISBN 10: 0471215430 ISBN 13: 9780471215431

Publisher: John Wiley & Sons, Inc., 2002

Synopsis

REAL-LIFE FINANCIAL STRATEGIES FOR TRUE WEALTH
WealthBuilding is the book for everyone who dreams of having what they want, whether it be a secure retirement with the standard of living they are accustomed to or a vacation home large enough to accommodate all the grandchildren. This book features real-life wealth stories of 31 investors-ranging from young, single professionals to middle-aged job-hoppers to retired seniors-and shows how they are planning and managing their wealth successfully and intelligently. WealthBuilding will empower individual investors by offering innovative investment strategies and showing people how to pick financial advisors and form effective partnerships with these professionals.

About this title

From the Inside Flap

Written by two senior financial planners, WealthBuilding features the stories of 31 real investors-each at a different phase in his or her life and each facing different financial challenges. What they all have in common is their ability to get on the right path to achieving their definition of wealth. How did they accomplish this? By using the approach that authors recommend-thinking of investments and wealth goals as a "virtual business" with the investor as the CEO and a professional investment advisor serving as Chief Operating Officer (COO). The COO oversees the day-to-day responsibilities of achieving and managing wealth for clients, allowing investors to focus on their own careers or enjoy their retirements.
This book will help advisors work with their clients as well as empower investors to take control of their investment planning and select a trusted advisor to help them achieve wealth. WealthBuilding identifies the key to saving prudently, and describes the seven common pitfalls that frequently sidetrack investors from a smooth road to wealth. Through detailed Wealth Stories, the authors explain in understandable terms how to set up a plan matched to individual needs rather than using a cookie-cutter approach based on age and income.
Each chapter is enhanced by a technical section, written specifically for financial service professionals to help them work with clients more effectively. WealthBuilding provides the tools and exercises to guide both the professional and the individual investor to manage wealth successfully.

About the Author

DAVID R. REISER is a Senior Vice President-Wealth Management at MorganStanley SmithBarney, with offices in Westport, Connecticut, and Newport, Rhode Island. ANDREA R. REISER is an author, blogger, and community volunteer. They are the parents of four boys, and live in Westport, Connecticut, and East Hampton, New York. For more information: ReiserMedia.com.HUGH M. RYAN is a writer and corporate public relations/investor relations consultant in Barrington, Rhode Island. He has written hundreds of speeches, articles, and book reviews.

About this edition

• Publisher: John Wiley & Sons, Inc.
• Publication date: 2002
• ISBN 10: 0471215430
• ISBN 13: 9780471215431
• Binding: Paperback
• Number of pages: 288