Neil R. Waxman, CFP® Has Contributed A Chapter To The Recently Published Book, "Inside The Minds: Wealth Strategies For Executive.
Capital Advisors, Ltd. announces Neil R. Waxman, CFP® has contributed to the recently published book, "Inside the Minds: Wealth Strategies for Executives.
Waxman is the author of the chapter entitled: "Wealth Management for High Net Worth Clients: What They Want, How They Want It, How They Want To Pay For It".
Waxman is a Managing Director.
Inside the Minds provides readers with proven business intelligence by C-Level executives (CEO, CFO, CTO, Partner) from the world’s most respected companies. Each author has been carefully chosen through an exhaustive selection process by Inside the Minds Editorial Board to write a chapter for this book. Each chapter is comparable to a white paper or essay, which provides a prospective view of each topic.
Inside the Minds: Wealth Strategies for Executives is a insider's perspective on what executives should expect when constructing a comprehensive financial plan to meet their unique professional needs and timeline. Featuring Presidents and CEOs, all representing some of the nation's select financial planning firms, this book provides a broad, yet comprehensive overview of how to customize a plan that fits the needs of various executives. Mapping out the unique career path that executives may embark on and the high levels of training they undergo, authors articulate the finer points around how to design a financial plan that fits this model in a thoroughly satisfying read - from beginning to end. Planners discuss how to establish a realistic grounding for top professionals and offer up their thoughts on the best investment vehicles to implement. The breadth of perspectives presented enable readers to get inside some of the great minds of the financial planning industry, as experts offer a candid and unprecedented glimpse of the entire process, from the very first meeting to the day an executive can retire with ease.
All remarks are hypothetical in nature and are intended to be informational only. They should not be regarded as investment advice, performance claims or testimonials. This is not a solicitation, recommendation or endorsement of any investment, investment strategy, tax strategy or legal advice. There is no guarantee that any strategies discussed will result in a positive outcome. You should discuss any legal, tax or financial matters with the appropriate professional. All investing involves risk and no investment strategy can guarantee a profit or protect against loss, including the potential loss of principal.
Articles are not written or produced by the named representative and the information has not been verified. There is no guarantee as to the completeness or accuracy of the content. Quotes and remarks have been excerpted from conversations with the interviewer and may have been taken out of context. All remarks are hypothetical in nature and are intended to be informational only. They should not be regarded as investment advice, performance claims or testimonials. This is not a solicitation, recommendation or endorsement of any investment, investment strategy, tax strategy or legal advice. There is no guarantee that any strategies discussed will result in a positive outcome. You should discuss any legal, tax or financial matters with the appropriate professional. All investing involves risk and no investment strategy can guarantee a profit or protect against loss, including the potential loss of principal.
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About the Writers
Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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