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Best Wealth Management Books to Read

Our list of some of the best Wealth Management books & series in recent years. Get inspired by one or more of the following books.

1. Wealth, Actually: Intelligent Decision-Making for the 1% (2018)

Best Wealth Management Books to ReadThey say a fool and his money are soon parted, and, for the 1 percent, this is especially true. The more wealth one has, the more risks to their financial security. But with the right knowledge, planning, and guidance, the affluent can not only preserve their assets but enjoy them as well. Private wealth manager Frazer Rice has seen every challenge and success that the well-off can face.In Wealth, Actually, he shares his holistic, adaptable approach to wealth management. Through a combination of philosophical discussion, practical advice, humor, and anecdotes, he shows…
Author(s): Frazer Rice

2. Top 10 Ways to Avoid Taxes: A Guide to Wealth Accumulation (2018)

Best Wealth Management Books to ReadStrategies for building wealth and avoiding excessive taxation from one of the most original finance thinkers of our time. Top 10 Ways to Avoid Taxes will teach you what the Top 1% know about money and the tools they use to grow, protect and pass that wealth to their heirs tax-free….
Author(s): Mark J Quann, Josh Shapiro

3. The Simple Path to Wealth: Your road map to financial independence and a rich, free life (2016)

Best Wealth Management Books to Read“In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You’ll never find a wiser advisor with a bigger heart.” — Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffianThis book grew out of a series of letters to my daughter concerning various things—mostly about money and investing—she was not yet quite ready to hear.Since money is the single most powerful tool we have for…
Author(s): J L Collins, Mr. Money Mustache

4. The Millionaire Next Door: The Surprising Secrets of America’s Wealthy (2010)

Best Wealth Management Books to ReadThe bestselling The Millionaire Next Door identifies seven common traits that show up again and again among those who have accumulated wealth. Most of the truly wealthy in this country don’t live in Beverly Hills or on Park Avenue-they live next door. This new edition, the first since 1998, includes a new foreword for the twenty-first century by Dr. Thomas J. Stanley….
Author(s): Thomas J. Stanley, William D. Danko

5. New Wealth Management: The Financial Advisor’s Guide To Managing And Investing Client Assets (Cfa Institute Investment Series) (2016)

Best Wealth Management Books to ReadPlease Read Notes: Brand New, International Softcover Edition, Printed in black and white pages, minor self wear on the cover or pages, Sale restriction may be printed on the book, but Book name, contents, and author are exactly same as Hardcover Edition. Fast delivery through DHL/FedEx express….
Author(s): Harold Evensky, Stephen M. Horan Et All

6. A Step-By-Step Guide to Building Wealth from $1: The Black Wealth Masterclass (2019)

Best Wealth Management Books to ReadIf you’re looking for actionable financial literacy tactics to create generational wealth and prosperity, this is a GREAT place to begin. The best way for people of color to reach the pinnacles we strive for is through financial literacy. It’s the best way to create wealth and pass on a legacy of knowledge and financial freedom to choose our own path and foster a NEW wave of financial confidence and influence. Every chapter of this book dissects how money passes through our community, the concepts and principles of wealth building, and most importantly, how to build wealth at every stage…
Author(s): John D Saunders

7. Wealth Protection Planning: For Orthopaedic Surgeons and Sports Medicine Specialists (2013)

Best Wealth Management Books to ReadWritten by OJM principals and well-known Orthopaedic surgeon Dr. Peter J. Millett, of the Steadman Clinic in Vail, CO and formerly of the Harvard Medical School, this short book focuses on four concise lessons that may have a significant impact on your practice efficiency and long- term financial well-being. Featuring strategies for practice structure, tax and cost reduction, asset protection and building wealth in up, down and sideways markets, the Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists is structured in a…
Author(s): Millett MD, Dr. Peter J., Mandell JD, Mr. David B., et al.

8. The Book on Rental Property Investing: How to Create Wealth and Passive Income Through Intelligent Buy & Hold Real Estate Investing! (2015)

Best Wealth Management Books to ReadIn The Book on Rental Property Investing, real estate investor and co-host of the BiggerPockets Podcast Brandon Turner has one goal in mind: to give you every strategy, tool, tip, and technique needed to become a millionaire rental property investor―while helping you avoid the junk that pulls down so many wannabes!Written for both new and experienced investors, this book will impart years of experience through the informative and entertaining lessons contained within. You’ll find practical, up-to-date, exciting strategies that investors across the world are using to build wealth and significant cash flow through rental…
Author(s): Brandon Turner

9. The 10 Pillars of Wealth: Mind-Sets of the World’s Richest People (2016)

Best Wealth Management Books to ReadThink like a multimillionaire: leave the 9 to 5 behind. The world has led you to believe that financial freedom is not something you can willfully create in your life. You have been taught to view wealth as something that happens only to a lucky few who win a random business lottery or are blessed with unimaginable talent. The TRUTH is that creating excessive financial wealth does not come down to luck or talent. It comes down simply to your beliefs, understanding, and views–the ”pillars” that reinforce your every action. Alex Becker not only breaks down the most important pillars for you but also shows you how to bring them into…
Author(s): Alex Becker

10. Physician Wealth Management Made Easy: How to Build and Protect Your Wealth in Uncertain Times (2017)

Best Wealth Management Books to ReadYou've worked hard for the privilege of practicing medicine. Now it's time to protect and grow your well-earned wealth. Financial advisor Michael Zhuang understands the unique challenges facing physicians today. His concise, accessible guidebook can help you secure a healthy financial future for yourself and your loved ones.Many issues can impact a physician's finances, from student debt to malpractice litigation to an unreliable, ever-changing healthcare system. Often, doctors are too busy or ill-equipped to handle money matters. Zhuang…
Author(s): Michael Zhuang

11. The Wealth Elite: A Groundbreaking Study of the Psychology of the Super Rich (2019)

Best Wealth Management Books to ReadWhat makes the super rich tick? Is there a specific mindset that sets ultra-high net worth individuals apart from the rest of us? Are they meticulous planners ― or is their wealth an unintended by-product of their entrepreneurial activities? Is it nature or nurture that sets them on the path to great financial success? This book represents one of the most comprehensive modern-day studies of the super rich. Based on interviews with members of the financial elite, and rigorous academic analysis, this empirical study investigates the link between personality traits and the creation of…
Author(s): Dr Rainer Zitelmann

12. Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom (2019)

Best Wealth Management Books to ReadAll you need is a roadmap to follow and you can create a life most people only dream about. A life free from financial stress. A life full of what matters most to you.In Retire Before Mom and Dad, you’ll learn how to unlock the superpower inside of you that is capable of transforming almost any income into lasting financial freedom. And, you’ll discover that it’s not about scrimping and sacrificing to get there.Forbes Deputy Editor and Personal Finance Expert, Rob Berger, will teach you: Change the way you see money. Instead of trying to buy happiness that is always one more purchase…
Author(s): Rob Berger

13. Your Georgia Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for Georgia Residents (2011)

Best Wealth Management Books to ReadFew people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts.<br><br>This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Georgia Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to…
Author(s): Linda C Ashar

14. Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance (2018)

Best Wealth Management Books to ReadThough it seems counterintuitive, the philanthropic industry has evolved to mirror colonial structures and reproduces hierarchy, ultimately doing more harm than good. After 14 years in philanthropy, Edgar Villanueva has seen past the field’s glamorous, altruistic façade, and into its shadows: the old boy networks, the savior complexes, and the internalized oppression among the “house slaves,” and those select few people of color who gain access. All these funders reflect and perpetuate the same underlying dynamics that divide Us from Them and the haves from have-nots. In equal measure, he…
Author(s): Edgar Villanueva , Jennifer Buffett, et al.

15. The Secret Million Dollar Paradigm: Your Formula For Success (2019)

Best Wealth Management Books to ReadWhat does it take to be a self-made millionaire?Author Rachael Downie shares the secret to obtaining wealth.Paradigms.Our beliefs, attitudes, habits and behaviours are what drives our ability to create wealth and every other achievement.In this revolutionary book, Rachael Downie has given us insight into the lives, beliefs, and behaviours of six self-made millionaires and shared their powerful stories of success. In this manual to wealth, you’ll discover…- How to think like a self-made millionaire- How to use beliefs and attitudes to increase your money flow.-…
Author(s): Rachael Downie, Brian Proctor

Best Wealth Management Books to Read

We highly recommend you to buy all paper or e-books in a legal way, for example, on Amazon. But sometimes it might be a need to dig deeper beyond the shiny book cover. Before making a purchase, you can visit resources like Genesis and download some wealth management books mentioned below at your own risk. Once again, we do not host any illegal or copyrighted files, but simply give our visitors a choice and hope they will make a wise decision.

CFA 2019 Schweser - Level 3 SchweserNotes Book 2: PRIVATE WEALTH MANAGEMENT AND INSTITUTIONAL INVESTORS

Author(s): Schweser, Kaplan
Publisher: , Year: 2019, Size: 9 Mb, Download: pdf
ID: 2279620

Wealth Creation in the World’s Largest Mergers and Acquisitions: Integrated Case Studies

Author(s): B. Rajesh Kumar
Publisher: Springer International Publishing, Year: 2019, Size: 5 Mb, Download: pdf
ID: 2309940

Tailored Wealth Management: Exploring the Cause and Effect of Financial Success

Author(s): Niall J. Gannon
Publisher: Springer International Publishing;Palgrave Macmillan, Year: 2019, Size: 3 Mb, Download: pdf
ID: 2355357

Financial independence (getting to point X): a comprehensive tax-smart wealth management guide

Author(s): Vento, John J
Publisher: Wiley, Year: 2018, Size: 3 Mb, Download: epub
ID: 2350655

A WEALTH OF INSIGHT: The World’s Best Luxury Hoteliers on Leadership, Management, and the Future of 5-Star Hospitality

Author(s): Rahim B. Kanani
Publisher: Black Truffle Press, Year: 2017, Size: 17 Mb, Download: epub
ID: 2237251

Art Wealth Management: Managing Private Art Collections

Author(s): Alessia Zorloni (eds.)
Publisher: Springer International Publishing, Year: 2016, Size: 2 Mb, Download: pdf
ID: 1579821

The Destructive Power of Family Wealth: A Guide to Succession Planning, Asset Protection, Taxation and Wealth Management

Author(s): Philip Marcovici
Publisher: Wiley, Year: 2016, Size: 2 Mb, Download: pdf
ID: 1596301

Get rich slow : your guide to producing income & building wealth with rental real estate

Author(s): Webber, John
Publisher: Business Expert Press, Year: 2015, Size: 5 Mb, Download: pdf
ID: 1421439

Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices

Author(s): Jean L. P. Brunel
Publisher: John Wiley & Sons, Year: 2015, Size: 3 Mb, Download: pdf
ID: 1440839

Please note that this booklist is not errorless. Some books are really chart-busters according to The Wall Street Journal, others are composed by unknown authors. On top of that, you can always find additional tutorials and courses on Coursera, Udemy or edX, for example. Are there any other relevant resources you could recommend? Leave a comment if you have any feedback on the list.

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