The Wealth Management Edge: Unlocking the Wealth-Building Secrets of America’s Most Successful Affluent Families - Tapa blanda

In this groundbreaking new book, financial expert John J. Bowen Jr. reveals the secrets of the top financial advisors to creating lifetime wealth and security. For more than 25 years, John helped affluent families manage their wealth and make smart decisions about their money. Now you can discover how to use these same tactics to manage your own wealth—regardless of what the economy is doing. The secret is the Wealth Management Edge—a simple, elegant system that lets you comprehensively address all areas of your finances and make intelligent, informed decisions about your money at every step of your journey. This is the same system used by leading financial advisors the world over to assist their clients in forging their financial futures. Once you understand the secrets of the Wealth Management Edge, you’ll have a powerful set of tools to help you navigate today’s increasingly complex financial challenges. You’ll gain valuable new insights into investment strategies, taxes and estate planning. You’ll discover new tactics for wealth protection and the best way to handle charitable giving. And you’ll be able to make a massive, positive impact on your life and on those around you. The Wealth Management Edge isn’t a one-size-fits-all program. Instead, this unique system shows you how to create a wealth management strategy that’s perfectly aligned with your specific values, goals and dreams. Most important, it will help you get and stay on track to meet your financial goals and create the kind of wealth that provides lasting security—for today, tomorrow and generations to come.

John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses. Bowen founded CEG Worldwide to fill that void, with the belief that providing advisors and institutions with research about the best practices of top elite advisors—and the coaching to use these practices effectively—would help them achieve new levels of success. CEG Worldwide represents the culmination of Bowen’s unique financial services industry experience. That experience encompasses a career as a financial advisor, including eight years as CEO of Reinhardt Werba Bowen Advisory Services, where he helped manage more than $1.6 billion in assets. Bowen sold that company and subsequently became CEO of Assante Capital Management, where he served as a member of the senior team as the firm more than tripled assets under management to more than $25 billion. Through these experiences, Bowen learned firsthand the best practices for substantial success. He also learned that the vast majority of advisors and institutions lacked a road map to build a simple and elegant practice—so he founded CEG Worldwide to provide other advisors and institutions the lessons his experience had taught him. Bowen is widely recognized as a leader in the financial services industry. He writes a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. He is the author or co-author of several books, including Breaking Through: Building a World-Class Wealth Management Business, The Prudent Investor’s Guide to Beating Wall Street at Its Own Game and Creating Equity: How to Build a Hugely Successful Asset Management Business. Bowen received his BS degree in economics from the State University of New York Fredonia, an MBA in taxation from Golden Gate University and a master’s degree in financial services from The American College.