Book description
Take a more active role in strategic asset allocation
Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a…
Why read it?
1 author picked Goals-Based Wealth Management as one of their favorite books. Why do they recommend it?
Jean Brunel was one of the early adopters of goals-based investing.
Brunel shares insights from his decades working with high-net-worth investors. This book serves as a foundation for all those that followed, and provided credence to aligning investments to specific goals, rather than merely outperforming some arbitrary benchmark.
From Tony's list on wealth advisors who want to embrace change.
If you love Goals-Based Wealth Management...
The High House
The Victorian mansion, Evenmere, is the mechanism that runs the universe.
The lamps must be lit, or the stars die. The clocks must be wound, or Time ceases. The Balance between Order and Chaos must be preserved, or Existence crumbles.
Appointed the Steward of Evenmere, Carter Anderson must learn the…
Want books like Goals-Based Wealth Management?
Our community of 12,000+ authors has personally recommended 100 books like Goals-Based Wealth Management.
Share your top 3 reads of 2025!
And get a beautiful page showing off your 3 favorite reads.
1,210
readers submitted
so far, will you?
📚 If you like Goals-Based Wealth Management, you might also like...
December on 5C4
Magical realism meets the magic of Christmas in this mix of Jewish, New Testament, and Santa stories–all reenacted in an urban psychiatric hospital!
On locked ward 5C4, Josh, a patient with many similarities to Jesus, is hospitalized concurrently with Nick, a patient with many similarities to Santa. The two argue…
Living On Purpose
Many people from all walks of life, even after many accomplishments and experiences, are often plagued by dissatisfaction, pervasive longing, and deep questioning. These feelings may make them wonder if they are living the life they were meant to lead.
Living on Purpose is the guidebook these people have been…
