Foreword to the First Edition

I recently asked my wife who she would consult for advice about our financial situation if I were hit by the proverbial bus. Stuart Lucas was the first name she mentioned. I think I know why. Stuart is smart and savvy about wealth management. He engenders a high degree of trust. And he does everything in a measured, well-reasoned way. We have enjoyed getting to know Stuart and his family over the years. As you read this book, I believe you will share our appreciation.

Creating trust is essential for anyone who offers advice about wealth management. In an age where everyone seems to be selling something, how do you know who will really put your interests first? More than ever, investors want independent and unbiased ...

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