Wealth Management

By: Steven Bragg

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eBook | 15 March 2025

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The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In Wealth Management, 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.