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Client Resources

We recommend the following resources to help you gain a better understanding of the financial world.


bookSimpleSimple Wealth, Inevitable Wealth by Nick Murray

I have had the pleasure of hearing Nick Murray speak and respect highly what he has to say. In this book, he encourages investors to challenge their fundamental belief system about investing. Nick provides an investing world-view that is foundational to a logical approach to investing.

Available from the Nick Murray website »


bookWealthThe Wealth Solution by Atkinson, Clark and Potts

This book was written by Steve Atkinson, Joni Clark and Alex Potts, all of whom I know and highly respect. It provides a great framework for understanding the challenges of wealth management.

Available on Amazon »


bookInvestmentMistakesInvestment Mistakes Even Smart Investors Make and How to Avoid Them by Larry E. Swedroe

Larry has written this book in a way that allows you to get a real understanding of the mistakes investors make when it comes to investing. It is divided into 4 sections for easy reading, and he provides checklists for personal application.

Available on Amazon »

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