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...
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…
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.
1,277
readers submitted
so far, will you?
📚 If you like Goals-Based Wealth Management, you might also like...
The Bridge
The Bridge provides a compassionate and well researched window into the worlds of linear and circular thinking. A core pattern to the inner workings of these two thinking styles is revealed, and most importantly, insight into how to cross the distance between them. Some fascinating features emerged such as, circular…
And Then They Were Gone
Of the 918 Americans who died in the shocking murder-suicides of November 18, 1978, in the tiny South American country of Guyana, a third were under eighteen. More than half were in their twenties or younger.
The authors taught in a small high school in San Francisco where Reverend Jim…
