Open Your Eyes

Make Purposeful Decisions

In this groundbreaking new book, wealth manager Tom Warburton lays out a step-by-step plan for managing your wealth to achieve your personal goals.

The advice is simple, easy-to-follow, comprehensive and organizes the moving parts of wealth management into a series of actionable items.

• Clarifying Your Purpose
• Smart Investment Decisions
• Managing Your Taxes
• Estate Planning
• Consultative Risk Management
• Sharing Your Wealth
• How to Find the Right Advisor
• Modifying Your Plan

In a world of fast-talking financial celebrities and deafening financial press, this extraordinary and timely book offers guidance every wealth accumulator should have.

“An entertaining, plain-speak and comprehensive overview of Consultative Wealth Management standing on the foundation of Financial Science.”

David G. Booth, Co-Founder Dimensional Fund Advisors