Wealth Management: 2025 Edition

The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management book, we show how to create such a plan, while also discussing how to preserve your wealth and enroll the services of a financial advisor. The book also covers the essential elements of all key types of investments, including stocks, bonds, real estate, and alternative investments. In addition, it covers a variety of related topics, including charitable contributions, insurance, and individual retirement accounts. In total, Wealth Management is designed to give you a firm grounding in wealth management principles.

• | Author: Steven M. Bragg
• | Publisher: Accountingtools, Inc.
• | Publication Date: Jul 05, 2025
• | Number of Pages: 140 pages
• | Binding: Paperback or Softback
• | ISBN-10: 1642213357
• | ISBN-13: 9781642213355