Beat the Wealth Management Hustle - by Andrew D Parrillo (Paperback)

Book Synopsis

Are you frightened whenever financial markets decline dramatically? Unsure of how to proceed with building your wealth? This book will teach you how to invest and grow your money with joy and peace of mind!

You can learn to invest fearlessly, whether you have a full-time advisor, invest independently, or engage a fixed-fee consultant to construct a customized strategy. Whatever approach you select, you must systematically develop a resilient strategy and maintain the resolve to execute it with discipline.

There is no reason to be intimidated by investing. Your first step is to arm yourself with the vital investment knowledge that this book provides. Since it is your hard-earned money, you should make confident decisions about how to invest it and, if you are working with an advisor or consultant, learn how they add value after their fees.

Review Quotes

In Beat the Wealth Management Hustle, Andy points the way for you to determine who is working to make money for themselves, and who is working to make money for you. Having worked with Andy in the institutional investment industry for over thirty years, it is clear to me that he places his clients' interests ahead of his own. Sadly, this is rather rare. As Andy suggests, ask the hard questions, demand straightforward answers, and use these to evaluate your advisor's and their results. Beware those who obfuscate and bamboozle. Investing isn't overly complicated or hard. My rule is that if I can't understand what the advisor or investment manager is doing, I don't invest with them. Period."

-Mitchell Little, Managing Member Coronado Investments LLC

"I had the honor of working for Andy at his investment advisory firm for several years. His unwavering commitment to daily diligence, thoughtful guidance, and genuine care for clients has left a lasting impression on me. Thanks to Andrew, I discovered my path to wise investment management, and I am confident that others reading his book will find the same clarity and gain the confidence they need. Andrew's insights empower readers to identify what truly matters when choosing an advisor - ensuring added value to their portfolios and not falling for the impressions of personalities and big names. As Andrew wisely points out, it is time for Wealth Management advisory services to undergo a transformative change."

-Asta Galinyte, Venture Partner at VU Venture Partners and former colleague at Newport Capital Advisers LLC

"Andy's life experiences make him the ideal person to eliminate your investment anxiety. He outlines a disciplined and continuous structure for YOU to plan and implement an efficient investment program. Ask the right questions and become your own chief investment officer today. I could not more highly recommend reading this one as soon as possible!"

-Joel Salomon, Bestselling author of Mindful Money Management, The 9 Money Rules Millionaires Use, and Infinite Love and Money