Recommended Reading

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Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It Empowered Values
Clarity: How Popular Culture Is Misleading You About Successful Wealth Planning and What to Do About   Empowered Values: Planning Your Wealth Around Your Family’s Core Values
by Erik Strid by Erik Strid
Learn More   Learn More

Abundance by Peter Diamandis & Steven Kotler
BOLD: How to Go Big, Create Wealth and Impact the World by Peter Diamandis & Steven Kotler
Children of Paradise: Successful Parenting for Prosperous Families by Lee Hausner
The Cycle of the Gift  by James E. Hughes
Family Wealth by James E. Hughes, Jr.
Family, the Compact Among Generations by James E. Hughes, Jr.
The Financially Intelligent Parent by 8 Steps to Raising Successful, Generous, Responsible Children by Eileen Gallo and Jon Gallo
The Go Giver by Bob Burg and John David Mann
Icarus Deception by Seth Godin
The New Family Office: Strategies for Consulting to the Affluent by Lisa Gray

The Paradox of Success: When Winning at Work Means Losing at Life  by John R. O’Neil
Raising Financially Fit Kids by Joline Godfrey
The Rational Optimist by Matt Ridley
The Richest Man in Babylon by George S. Clason
Silver Spoon Kids, How Successful Parents Raise Responsible Children by Eileen Gallo and Jon Gallo
The Soul of Money by Lynne Twist

Success by Ten by George F. Russell, Jr.
The Ultimate Gift by Jim Stovall


About the Author:

Paul is the co-founder of Concentus Wealth Advisors and currently serves as the Chief Operating officer of the firm. After graduating with his Finance degree from Georgetown in 1997, Paul spent three years working for Credit Suisse First Boston in New York on their institutional sales desk and then as Director of Global Equities Information Technology. Paul continues to use his technology expertise to bring cutting edge resources to the Firm and their clients. He currently resides in Berwyn, PA with his wife and four children.
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