Learn to grow multi-generational wealth from a veteran Wall Street investment manager and consultant
Are you trying to grow multi-generational wealth? Do you want to take your investing to the next level? This artfully designed monthly planner teaches you how to do just that with proven investment strategies used by investment managers at some of Wall Street's most prestigious financial institutions--strategies once reserved only for ultra high net worth individuals and their families.
The GET RICH, STAY RICH: Simple Wall Street Investment Strategies to Achieve and Grow Wealth 2022 Monthly Planner provides solutions to common investment challenges, including:
- How to achieve and grow multi-generational wealth
- How to increase investment returns
- How to enhance liquidity without liquidating assets
- How to reduce investment risk
- How to offset tax obligations
- How to better diversity one's investment portfolio
- Now you can be inform at a glance, take notes, and set financial goals throughout the year all in one downloadable file.
Be inspired at a glance, take notes, and set financial goals throughout the year all in one downloadable file.
This monthly planner offers proven methods of attaining and increasing investment assets that can be passed down from generation to generation.
And to keep things in perspective, the GET RICH, STAY RICH: Simple Wall Street Investment Strategies to Achieve and Grow Wealth 2022 Monthly Planner also acknowledges the broad racial wealth gap in America and our inherent value as human beings--wealthy or not.
Disclaimer: The planner is for educational and informational purposes only and should not be used as investment advice. Investors should discuss their financial situation, risk tolerances and goals with their financial advisor. Investing involves risk of loss of the entire investment or more. The author is not responsible for the investment decisions, losses or outcomes of the investment decisions of any party.
For Amazon Customers
*The monthly planner can only be opened in the Kindle Reading App
**iPhone users must purchase the monthly planner through their web browser, not the Amazon App.
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About the Author
Ona Lewis
Ona Lewis is an American investment expert & consultant. She previously managed $6 billion for wealthy individuals at JP Morgan, and several hundred million for BMO Harris Trust & Savings and Bank of America.
Ona holds an MBA in Finance, Marketing & International Business from Northwestern University’s Kellogg School of Management.
She also holds certificates in futures and options hedging and trading from the Chicago Board of Trade.
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Ona Lewis
102 W. Main Street, Unit 385
New Albany, OH 43054
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