What People are Saying
“Wealth is a must read for every high-net-worth family. It covers the essentials ― how to think about lifetime needs and asset allocation in an easy to read and fun way. Wealth gets deep, and really valuable, on topics like family alignment, charitable giving, and how to build legacy while minimizing taxes. These are the topics that really matter. They are opaque and complex. Rich makes them easy to understand and actionable.”
- Charles Goldman, Executive Chair of Orion Advisor Services, Chair of Cerity Partners,and serves on boards of Mercer Advisors, AmeriLife and ACA Group; Former CEO of AssetMark
"A superb and clear, comprehensive walk through the major issues of financial capital stewardship. Wealth, as well-being, is the meaning of wealth and your readers are being asked the right questions to achieve it."
- James E. Hughes, Jr. (Esq), author, consultant and speaker on family governance and wealth preservation
“Rich has done it again. The second edition of Wealth presents a very accessible guide … for advisors and their clients… on forming and implementing comprehensive plans for optimizing personal wealth. Unlike most other personal finance books, Wealth includes a long treatment on family governance … where even the best plans often falter. Rich has an engaging style, and Wealth is much more than just informative, it’s motivating … and it’s fun.”
- Tim Kochis, JD, CFP, CEO Kochis Global; Former CEO and Chair, Aspiriant; Former Chair, CFP Board of Standards
“Wealth is a modern playbook for preserving, protecting, and managing wealth. Rojeck offers an accessible approach to holistic financial planning, bringing concepts to life through case studies and asking questions that help readers pursue strategies aligned with their values.”
- Kevin K. Keller, CAE, Chief Executive Officer, Certified Financial Planner Board of Standards
“Rich has once again helped those who have achieved wealth to hold onto it for generations to come. Never an easy task, but with a comprehensive approach to financial planning, and the myriad strategies that may be employed depending on your circumstances, the path forward becomes much more attainable.”
- G. Joseph Votava, Jr., CFP®, JD, CPA, Founder and Former CEO Seneca Financial Advisors LLC; Former Chair Financial Planning Association; Former Chair National Endowment for Financial Education