Best Wealth Management Books of 2025

Wilson Cook Avatar
Wilson Cook
Last Updated: May 5, 2023

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Wealth management books are a great way to learn about investing, financial planning, and money management. These books offer expert advice and strategies for building wealth and achieving financial freedom. Whether you're a beginner or an experienced investor, there are wealth management books available to help you navigate the complex world of finance. Some of the most popular titles include "The Intelligent Investor" by Benjamin Graham, "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko, and "The Simple Path to Wealth" by JL Collins. These books provide valuable insights and practical tips for anyone looking to improve their financial situation.

At a Glance: Our Top Picks

The Psychology of Money: Timeless lessons on wealth, greed, and happiness Cover #TOP 1
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
ftb score rating icon 9.8
The Millionaire Next Door: The Surprising Secrets of America's Wealthy Cover #TOP 2
The Millionaire Next Door: The Surprising Secrets of America's Wealthy
ftb score rating icon 9.7
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Cover #TOP 3
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
ftb score rating icon 9.5

Top 10 Wealth Management Books

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Housel, Morgan
Harriman House
Sep 8, 2020
The Psychology of Money: Timeless lessons on wealth, greed, and happiness Cover
The Psychology of Money: Timeless lessons on wealth, greed, and happiness

The Psychology of Money by Morgan Housel is a must-read book for anyone interested in understanding the complex ways people think about money. Through 19 short stories, Housel explores the behavioral aspects of personal finance, investing, and business decisions, giving readers valuable insights on how to make better financial choices. The book is easy to read, yet filled with practical takeaways that can help readers become better with money. This book is one of the best and most original finance books in years, and everyone should own a copy.

The Millionaire Next Door: The Surprising Secrets of America's Wealthy

Thomas J. Stanley
William D. Danko
Taylor Trade Publishing
Nov 16, 2010
The Millionaire Next Door: The Surprising Secrets of America's Wealthy Cover
The Millionaire Next Door: The Surprising Secrets of America's Wealthy

The Millionaire Next Door by Taylor Trade Publishing is a bestselling book that identifies seven common traits of wealthy Americans. The authors debunk the myth that most millionaires inherit their wealth and provide tips for anyone with a steady job to amass wealth through frugality. The book is a fascinating examination of the affluent in American society, and it's a primer for those who want to become wealthy. The writing is engaging, and the data-driven insights are eye-opening. Overall, The Millionaire Next Door is a must-read for anyone interested in wealth management.

#TOP 3

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Jorgenson, Eric
Butcher, Jack
Ferriss, Tim
Magrathea Publishing
Sep 8, 2020
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Cover
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

The Almanack of Naval Ravikant is a collection of wisdom and experience from entrepreneur, philosopher, and investor Naval Ravikant. This book isn't a how-to guide, but rather a curation of his most insightful interviews and reflections on building wealth and creating long-term happiness. Packed with unforgettable wisdom and penetrating insights, this book is a must-read for anyone looking to learn the skills needed to be happy and successful in life. The fact that it is available for free download on Navalmanack.com is a testament to Naval's commitment to sharing his knowledge and helping others.

Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications

John J. Murphy
New York Institute of Finance
Jan 4, 1999
Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications Cover
Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications

Technical Analysis of the Financial Markets by John J. Murphy is a comprehensive guide to trading methods and applications. The updated edition covers the latest developments in computer technology, technical tools, and indicators, including new material on candlestick charting and intermarket relationships. The book is a thorough and accessible overview of the field of technical analysis, with a special emphasis on futures markets. Murphy, a former technical analyst for CNBC and director of Merrill Lynch's Technical Analysis Futures Division, provides state-of-the-art examples and figures to help readers understand the crucial role of technical analysis in investing. Overall, this book is an essential read for anyone interested in tracking and analyzing market behavior.

Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple

Greene, David M
BiggerPockets
May 16, 2019
Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple Cover
Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple

The book "Buy, Rehab, Rent, Refinance, Repeat" by David Greene presents an innovative real estate investment strategy called BRRRR. This five-part strategy allows investors to buy under market value, renovate, rent, refinance, and repeat the process, creating financial freedom in a shorter period. The author shares the exact systems he used to scale his real estate business from buying two houses per year to buying two houses per month using BRRRR. The book covers a solid plan for getting started, negotiation tactics, ways to increase a property's value, and more. Overall, this book is an excellent resource for anyone interested in real estate investment, providing practical insights and a step-by-step guide to building wealth through property investment.

#TOP 6

What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too

Gunderson, Garrett B
CreateSpace Independent Publishing Platform
Apr 3, 2018
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too Cover
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too

What Would the Rockefellers Do? is a practical guide to accumulating wealth and maintaining it. The book offers insights into how the wealthy manage their finances, avoid debt and make smart investment decisions. It provides readers with a blueprint for building wealth and achieving financial freedom. The book is written by Garrett Gunderson, a financial advisor, and bestselling author. The book is published by Createspace Independent Publishing Platform and falls under the category of Wealth Management Books.

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series)

Pfau, Wade
Mar 15, 2023
Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) Cover
Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series)

The Retirement Planning Guidebook is an essential tool for anyone looking to navigate the complex world of retirement planning. The book covers a wide range of topics, from understanding your personal retirement income style to managing your long-term care risk. It also offers valuable advice on how to manage your taxes, get your finances organized, and get your estate and incapacity planning documents in order. This comprehensive guidebook is a must-read for anyone who wants to make smart decisions and prepare for a successful retirement.

Set for Life: An All-Out Approach to Early Financial Freedom (Financial Freedom, 1)

Trench, Scott
Jul 12, 2022
Set for Life: An All-Out Approach to Early Financial Freedom (Financial Freedom, 1) Cover
Set for Life: An All-Out Approach to Early Financial Freedom (Financial Freedom, 1)

Set for Life: An All-Out Approach to Early Financial Freedom is a personal finance best-seller that provides actionable advice to help young professionals reach financial freedom and retire early. The book is now completely revised with new content from the author, Scott Trench, who demonstrates how to accumulate wealth over a short period of time. The book offers valuable tips and tricks to help readers save more, double or triple their income, track their financial progress, and generate passive income through real estate and stock investing. Overall, Set for Life is an excellent guide that provides practical knowledge and a solid action plan to help readers achieve their financial goals.

Hustle Harder, Hustle Smarter

Jackson, Curtis "50 Cent"
Amistad
Sep 21, 2021
Hustle Harder, Hustle Smarter Cover
Hustle Harder, Hustle Smarter

The book "Hustle Harder, Hustle Smarter" by Curtis "50 Cent" Jackson is a unique self-help guide that shares the rapper's personal journey from tragic loss to becoming a thriving businessman and cable's highest-paid executive. The book combines Jackson's street smarts and hard-earned corporate savvy with his cutting-edge lessons and advice on embracing change. Unlike his previous book, "The 50th Law," this book focuses on how readers can successfully achieve their own comeback and flow with the changes that disrupt their lives. Overall, this book is a must-read for those who are looking for inspiration and guidance on how to navigate life's challenges.

What It Takes: Lessons in the Pursuit of Excellence

Schwarzman, Stephen A.
Avid Reader Press / Simon & Schuster
Sep 17, 2019
What It Takes: Lessons in the Pursuit of Excellence Cover
What It Takes: Lessons in the Pursuit of Excellence

What It Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman is a must-read for anyone looking to build, transform, and lead thriving organizations. Schwarzman shares impactful episodes from his life and career to offer valuable lessons on how to achieve excellence, make an impact, and live a life of consequence. The book covers Schwarzman's journey from folding handkerchiefs in his father's linen shop to co-founding Blackstone, the leading global financial institution it is today. The author's simple mantra of "don't lose money" has helped Blackstone become a leading private equity and real estate investor, and manager of alternative assets for institutional investors globally. This book is a great resource for students, entrepreneurs, philanthropists, executives, or anyone looking to maximize their potential.

Buying Guide Image

Frequently Asked Questions (FAQs)

1. What should I study for wealth management?

Many wealth managers have a background in accounting, investment advising or financial planning. A bachelor's degree or master's degree in finance or business is a good way to gain the necessary education for this profession.

2. What is the minimum amount for wealth management?

Most financial planners accept clients with a minimum of $100,000 investable dollars to put under management. Some will accept $50,000 or lower, but $100,000 is a good benchmark.

3. Can you trust wealth managers?

An advisor who believes in having a long-term relationship with you—and not merely a series of commission-generating transactions—can be considered trustworthy. Ask for referrals and then run a background check on the advisors that you narrow down such as from FINRA's free BrokerCheck service.

Editor's Notes

During our wealth management book research, we found 1,200+ wealth management book products and shortlisted 10 quality products. We collected and analyzed 107,005 customer reviews through our big data system to write the wealth management books list. We found that most customers choose wealth management books with an average price of $15.85.

Written by
Wilson Cook Avatar

Wilson Cook is a talented writer who has an MFA in creative writing from Williams College and has published more than 50 books acquired by hundreds of thousands of people from various countries by now. He is an inveterate reading lover as he has read a vast amount of books since childhood.