A New Wealth Management Book for Investors: The Wealth Solution

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A compelling new way to think about wealth, investing and long-term financial goals.

There is a big difference between being rich and being wealthy....This book is about being wealthy.

Loring Ward announced the publication of a new wealth management book for investors: "The Wealth Solution: Bringing Structure to Your Financial Life."

"The Wealth Solution" offers a compelling new way to think about wealth, investing and long-term financial goals. It offers a clear roadmap to help investors navigate all aspects of their financial lives and answer the key question: “What should I be doing with my money to provide the life I want most?”

The book is the result of extensive research and collaboration by senior members of the Loring Ward team: Alex Potts, President & CEO; Joni Clark, Chief Investment Officer; Steve Atkinson, Executive Vice President, Advisor Relations: and Eric Golberg, Director of Wealth Management.

“This book’s message belongs to all the advisors who work with us,” said Alex Potts, President and Chief Executive Officer of Loring Ward. “It reflects our shared approach to managing wealth and our commitment to educating investors so they can make better financial decisions.”

"The Wealth Solution" is structured around this simple but powerful formula: Wealth Management = Investment Planning + Advanced Planning + Trusted Advisory Relationships.

It defines a distinct, comprehensive process for managing wealth that is built on more than eight decades of academic & behavioral research as well as extensive practical experience, including insights into how truly wealthy families create, enhance and sustain their wealth. It also focuses on the common strategies that have provided a sound foundation for these families’ decisions over many decades.

“There is a big difference between being rich and being wealthy,” said Eric Golberg, Loring Ward’s Director of Wealth Management. “Being rich is about spending money—on the latest gadgets, a luxurious lifestyle and so on. Conversely, the wealthy usually have specific, defined goals for their money and make wise financial decisions with these goals in mind. This book is about being wealthy.”

For more information, including ordering information, please visit http://www.thewealthsolutionbook.com.

About Loring Ward:

Since 1990, Loring Ward (LWI Financial Inc.) has provided Investment Management, Business Management and Practice Development to a select group of independent financial advisors and their clients.

Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. Loring Ward’s Structured Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. As of 6/11, Loring Ward has almost $7 billion in assets under management. For more information, please visit http://www.loringward.com.


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William Chettle
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