Proven strategies for getting
the most from stocks, bonds,
mutual funds, and more
Private Wealth Management is the new title of the longtime leading financial
planning resource (Personal Financial Planning) for private individuals and
professional money managers. It has been reorganized and streamlined in
a new, easier-to-use format that allows quick access to critical depths of
This up-to-date edition helps readers create broader investment portfolios by
revealing new information on alternative investing options—including hedge
funds, ETFs, and REITs.
Packed with insightful real-world examples, planning tips, charts, graphs, and
case studies, this authoritative guidebook takes you step-by-step through
the process of assembling a potent mix of investments, insurance, retirement
plans, trusts, and other products to build and protect the long-term financial
future of you and your family.
Today’s financial landscape offers great opportunity and numerous choices.
Private Wealth Management is the road map you need for finding where to put
your money now for a comfortable and financially secure tomorrow.
G. Victor Hallman, Ph.D., is a lecturer in Estate and Financial Planning at The Wharton School.
Jerry S. Rosenbloom is the Frederick H. Ecker Professor of Insurance and Risk Management and the Academic Director of the Certified Employee Benefit Specialist Program at The Wharton School.