“While often vilified, most wealthy folks worked hard for their money and require constant care and guidance in preserving and passing on the fruit of their labors. Matthew Shafer offers just that in a clear and concise new book, The Future of Your Wealth. Building on years of experience as an investment advisor, Shafer offers valuable insights to those who, despite notions to the contrary, need advice just as badly as any of us, even if they are different from you and me.
“With exceptional clarity, precision, insight and practicality, Matthew Shafer skillfully delivers enduring and useful guidance that will help mainstream investors understand and apply essential financial concepts to help preserve and build wealth.”
David M. Darst, CFA
Former Managing Director and Chief Investment Strategist
Morgan Stanley Wealth Management
“Matt sends a timely educational message that is heartfelt, poignant, holistic and inspiring.”
Paul Michael Viollis Sr., Ph.D.
Chief Executive: Officer Risk Control Strategies, Inc.
“For American citizens who are experiencing the complexities associated with accumulating wealth, Matt Shafer’s book is a must read! Because of his extensive experience, he has clearly outlined how to simplify, protect and manage your wealth in today’s litigious and tax intensive environment.”
President: ClientWise, LLC
(Leadership and Business Development Company for Financial Professionals)
“A careful listener and thorough researcher, Mr. Shafer gives candid advice accumulated over decades of experience working with affluent families. The topics that are not always comfortable, but they are what we need to keep in focus if we are to avoid pitfalls. A valuable read for all those who wish to keep what they have worked hard to accumulate and those still in the “accumulation phase”.”
James A. Ballerano, Jr.
Chapin, Ballerano & Cheslack