Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth

by Mark Tepper

Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.

Genres: Money

296 pages, Hardcover

Published January 2, 2018

Reviews

[Dad · Rating 2 out of 5]

If you assume that you will be able to find a "wealth advisor" like the one Mr. Tepper describes in this book--a smart, attentive, well-connected fiduciary who will put your interests ahead of his own and act on your behalf at a reasonable cost--then this book is for you. It tells you all the ways that such an individual would be invaluable.
But unless you believe you can find yourself a such unicorn, most of us will be better off with low-cost index funds, boring as that may be.

[Vaibhav Puranik · Rating 3 out of 5]

The book does what it says it would do - lay out strategies for high net worth individuals. It did talk about some strategies that I was clueless about. It also explains how priorities of a high net worth families might be different from MCM (middle class millionaires). I also learnt what the heck an investment bank really does!

[Vishal Patel · Rating 1 out of 5]

Please do not waste your time , author is just selling financial planning service. There are some logical points that are good to understand but nothing informative .

[Camille · Rating 4 out of 5]

really for camille 2038, but i like previews

[Abel Cavalie · Rating 1 out of 5]

Sales pitch waste of time!!

[Kimberly Duffle · Rating 5 out of 5]

Great book! Explains the things to consider, depending on your current investments, to grow your investments.

[Vishal · Rating 1 out of 5]

Please do not waste your time , author is just selling financial planning service. There are some logical points that are good to understand but nothing informative .