For many successful business owners and entrepreneurs, managing finances can feel fragmented. You may have a financial advisor, tax preparer, and lawyer, but no one is connecting the dots. The outcome? Missed opportunities, overpaid taxes, and inefficiencies that slow your progress toward real wealth. Even worse, without a clear, coordinated plan, you could be losing wealth rather than growing it.
Wisdom to Be Wealthy explores the family office model—an exclusive, integrated approach traditionally reserved for the ultra-wealthy. Combining tax strategy, investment management, legal guidance, and estate planning, this high–net worth financial planning framework simplifies and accelerates wealth building. Tammy Trenta, CFP®, CTP, CExP™, leverages her 28 years of expertise to empower high achievers like you with practical strategies to grow, protect, and pass on wealth. With her guidance, you’ll learn how to optimize your finances, sidestep common pitfalls, and craft a lasting legacy with confidence and clarity. $0.99 on Kindle.
