Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars

by George Stefanou

Two-comma wealth is the American Dream. We see million-dollar prizes offered on countless game shows, and often as kids we fantasize about what we could do with that much money. So when you've worked hard, made strategic choices, and find yourself standing at the threshold of that new chapter in your life, it's only natural to wonder, “Where do I go from here?”


Becoming a millionaire brings a new level of the decisions you make can have a profound impact on your financial future and the legacy you leave behind. This can be overwhelming, especially when financial pundits on TV, podcasters, fad investors, and maybe even your brother-in-law or neighbor are all telling you what they think you should do with your money. 


In Two-Comma Wealth, financial advisor George Stefanou, a twice-recognized Forbes Best-In-State Top Next-Gen Wealth Advisor*, draws on his more than fifteen years of professional experience partnering with clients to manage their wealth and investments, tax considerations, and estate strategies to help you confidently navigate the unique challenges and opportunities that come with two-comma wealth. You’ll learn how to not only responsibly manage and navigate the complexities of wealth, but also translate it into true, lasting happiness. 


*Forbes Top Next-Gen Wealth Advisors Best-In-State for Florida in 2023 & 2024,  published in August each year, research by SHOOK® Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback.

274 pages, Kindle Edition

Published April 15, 2025

About the author

George Stefanou is a twice-recognized Forbes Best-In-State Top Next-Gen Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional with over fifteen years of experience helping clients navigate the complexities of wealth management as a financial advisor. As a first-generation Greek-American, George learned from an early age the value of hard work and resilience, and he draws upon his family’s immigrant experiences to help humanize finance and empower both investors and their team of advisors.

A University of Central Florida alumnus and avid football fan, George is also a devoted husband to his wife Kristin and a proud father to his daughters Ella and Aubrey.

Reviews

[Leigh Ann · Rating 5 out of 5]

A Master Class in Practical Finance

Two-Comma Wealth is well-written and easy to follow, this book felt like taking a master class in finance, taxes, and estate planning. The author’s perspective on using money as a tool rather than an end goal has completely changed the way I think about accumulating and utilizing wealth.”

[K MILLS · Rating 5 out of 5]

So often I've started a book only to realize there was no valuable take aways ....Not the case with Two-Comma Wealth. Not only was it written in an easy to read format that kept me engaged but it also includes actionable items. I loved the Swim Lessons at the end! These sections helped me not only to take in the information but put it to work.

[Kelly · Rating 5 out of 5]

After completing 1/3 of the book, I considered a 3 star rating due to the author's self-aggrandizing SWIM lessons, but I continued to listen.

After completing the book, I waffled between 4 and 5 stars due to its solid content. I decided to round up for a change.