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Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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Library of Congress Cataloging-in-Publication Data:

Brunel, Jean L.P.

Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices / Jean L.P. Brunel.

pages cm. – (Wiley finance series)

Includes index.

ISBN 978-1-118-99590-7 (cloth/website) 1. Portfolio management.

2. Wealth–Management. 3. Investment advisors. I. Title.

HG4529.5.B777 2015

332.6–dc23

2014040792

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