Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients.
| Author | Fink, Philip R. |
| Position | Brief Article - Book Review |
Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients, by S.Timothy Kochis (CCH, 2003), is a concise guide for financial planners, accountants, lawyers, brokers and portfolio managers seeking to serve high-net-worth or high-income clients, or who want to expand their existing skills or provide wealth management services. It sets out a consistent, reliable approach to personal finance issues and describes a broad spectrum of appropriate responses. The book discuses a wide...
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