Clutter-Free Wealth

ISBN 10: 0985568402 / ISBN 13: 9780985568405
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Synopsis: You've worked hard and have the wealth to show for it and now have significant sums to invest in your future. But are you really making the most of your money? Do you find yourself narrowly focused on the here and now, with your eye on individual investments, market indices, and multiple money managers even as you avoid your estate-planning attorney? Then, it's time to change the way you think, with Liz Miller's effective, innovative clutter-free approach. Miller, an award-winning entrepreneur with over two decades of Wall Street experience, can show you how to create a portfolio that will help you achieve your long-term goals. With her expert guidance, you'll see clearly why collecting insurance policies is no substitute for developing real risk management strategies and come to understand the importance of planning a meaningful legacy for those you love. Follow Miller's goals-oriented process to begin identifying your money values, personal priorities, and financial objectives. Using her guidelines, identify the conscientious, proven professionals that will make up the right team to control your wealth as you move forward in life. As you work your way you'll find yourself becoming more comfortable and confident about your assets, your strategies, and your future. You'll clear out the clutter, simplify your planning and make your financial dreams come true.

About the Author: Liz Miller founded Summit Place Financial Advisors to offer personalized asset management and financial consulting. She received her B.S. in economics from the acclaimed Wharton School at the University of Pennsylvania and an M.A. from Columbia University. Liz started her career on Wall Street as a mergers & acquisition analyst in the mid 1980s. In the 1990s, she became a portfolio manager of mutual funds. After discovering her passion to work more closely with individual investors, she joined a boutique investment firm in New York City where over 15 years, she became a principal owner and led the firm s equity research activities and stock selection of the investment committee. She holds the Chartered Financial Analyst designation from CFA Institute and the Certified Financial Planner designation. Liz has been a member of the Board of Trustees for the New York Society of Security Analysts and has served as a judge for the prestigious Investment Research Challenge. Previously, she served on the Private Wealth Advisory Committee for CFA Institute where she and others provided global leadership in identifying the industry s priorities and setting an educational agenda for private wealth professional excellence. Liz was recently named one of the Top Women Entrepreneurs for 2012 by Own It Ventures as seen in New Jersey Monthly Magazine.

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Title: Clutter-Free Wealth
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