Publications

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Managing Concentrated Stock Wealth: An Adviser’s Guide to Building Customized Solutions 

Tim Kochis reviews the opportunities for maximizing clients' wealth using the broad range of techniques available to successfully manage concentrated stock wealth.

Publisher: Bloomberg Press (June 15, 2005)
ISBN-10: 1576601773
ISBN-13: 978-1576601778


Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients 

Our professionals literally wrote the book on Wealth Management, now in its second edition.

Publisher: CCH Incorporated (Second Ed. November 1, 2006)
ISBN-10: 0808089498
ISBN-13: 978-0808089490