Wealth Management | Recommended Reading

We serve select business owners, executives and high net worth families.  Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time.  We understand that this is an ongoing process, and not a quick analysis with instant solutions.  Our approach is to take a long term perspective and treat it as an ongoing process.

"7 Habits of Highly Successful People" by Stephen Covey

"Millionaire Next Door" by Stanley and Danko

"Yes, You Can…Raise Financially Aware Kids" by Jack Jonathan

"Mastery" by George Leonard

"Moral Intelligence" by Lennick & Kiel

"The E Myth Revisited" by Michael Gerber

"Think and Grow Rich" by Napolean Hill

"It's Your Ship" by Michael Abrashoff

"The Richest Man in Babylon" by George Samuel Clason

"The Secret" by Rhonda Byrne

"Consider your Options" by Kaye A. Thomas

"The Only Investment Guide You'll Ever Need" by Andrew Tobias

""Rich Dad Poor Dad", by Robert Kiyosaki

"The Intelligent Investor" by Benjamin Graham