Product Description
by Mark Tepper (Author)
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 following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.Author Biography
Mark Tepper is the president and CEO of Strategic Wealth Partners, a comprehensive wealth management firm that specializes in working with higher-net-worth families. Strategic Wealth Partners has made the Inc. 5000 for several consecutive years, making it one of the fastest-growing private companies in America. Mark has helped his clients develop and oversee their financial plans, prudently manage their investment portfolios, and facilitate successful exits from their privately held businesses.
A well-known financial commentator, Mark appears regularly on CNBC's Power Lunch and Closing Bell as well as on the Fox Business Network. He has been featured in the Wall Street Journal, Kiplinger's, and Inc. magazine. Mark is also a member of Entrepreneurs' Organization (EO).
Mark holds a BSBA in finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNERTM professional.
