Product Description

WEALTH MANAGEMENT: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients offers the insights of one of today's top wealth management professionals--Tim Kochis, J.D., M.B.A., CFP--and his firm, Kochis Fitz. The concise discussion reflects the tremendous experience gained in successfully serving thousands of elite clients. Financial planners, accountants, lawyers, brokers and portfolio managers who are looking to serve high net worth and high-income individuals or who want to expand on their existing skills in providing comprehensive planning and implementation assistance will benefit from this brand-new book. Much of the book covers fundamental wealth planning topics with an honest, real-world view that can lead to new insights and ideas on the part of the reader. Newer and more contemporary issues, such as alternative investment options, get special attention. WEALTH MANAGEMENT sets out a consistent, reliable approach to personal financial issues and describes a broad spectrum of appropriate responses, so clients and their wealth managers can be confident that, together, they are making intelligent decisions about money.

Product Details

• Amazon Sales Rank: #1122292 in Books
• Published on: 2006-12-01
• Released on: 2006-11-01
• Original language: English
• Number of items: 1
• Binding: Paperback
• 320 pages

Customer Reviews

are you serious??
What a waste! For [money], this book is a joke. There are other books (less expensive)w/better info. The book contents are a summary from other book/basics. I can't believe they actually "wrote" this book. Other reviews were biased. Don't buy this book.

Gene
From San Jose, CA

What a stinker!
Kochis and his Crowd pretty much stinks-up the wealth management game with this tripe essay! A Liberal Arts Grad with a major in Philosophy could manage my money in a more seemly manner! A waste of time at an absolutely ridiculous price! Books like this one should be a crime punishable by making the author read it aloud, repeatedly for time imortal.......to himself alone!