Wealth Management Unwrapped Revised

Wealth Management Unwrapped, Revised and Expanded

Review Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present



In this book, the reader can become a smarter investor by using common sense and clearer communication with his or her financial advisor. The author, Charlotte Beyer, takes the reader to a tour of the wealth management industry through the financial jargon and direct-to-the-point expertise. She filters through the complexities of the industry and explains it in simple language, to convey information. 

This book is the ultimate guide for people looking to take charge of their finances. This hardcover version has been updated with new information and suits women investors facing their investment choices.

This book is an informative guide on financial management, with accessible and practical knowledge inculcated. The author also inserts witty humor in her writing, making the book less boring to read. It is helpful in learning about complex investment, especially personal wealth. 

Although this is hardly a finance book that delves into the most complex part of the industry, it still gives valuable insight. It’s especially for those who are a novice in the industry, as some of the contents of the book appeal very basic. 

About the Author

Charlotte Beyer is a veteran of Wall Street, as well as an entrepreneur. Since 1992, she has been working to determine the changes in wealth management. She founded the Principle Quest Foundation, which aims to support innovative education and conduct mentorship programs for women. She is also the founder of the Institute for Private Investors (IPI) in 1992, where she dedicated her career after many years in Wall Street. Beyer teaches in Wharton’s Private Wealth Management Program, which she co-founded with Wharton in 1999.

Table of Contents




About the Author


Chapter 1: Who’s in Charge of My Wealth, Inc.?

Chapter 2: My Money, Myself

Chapter 3: Are You a Do-It-Yourselfer?

Chapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There

Chapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You!

Chapter 6: Resist the Dazzle: How to Judge the Beauty Contest

Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest

Chapter 8: Courtship is Usually More Fun Than Marriage

Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor

Chapter 10: Aging—Grave Concerns

Chapter 11: Born Rich—A Curse or a Blessing?

Chapter 12: I’m a Robot, and I’m Here to Help

Chapter 13: Women with Wallets

Chapter 14: The 1- Principles of Principal