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Healthy, Wealthy & Wise Collection

Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth

The firm’s Healthy, Wealthy & Wise Collection is a 10-year research initiative and three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid […]

March 12, 2024

Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others

Engaged Healthy, Wealthy & Wise is the third book in the series and highlights stories of inheritors and their significant others who have successfully navigated love and family wealth to forge their own joint path. When a young inheritor announces that they have met “the one” – their chosen life partner whom they hope to marry […]

February 14, 2023

Aged Healthy, Wealthy & Wise: Using longevity to your advantage – best practices from vibrant and engaged elders

The second in the series, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. There is much about aging that we can’t control. But there is much more that we can. Author Coventry Edwards-Pitt, CFA, CFP® applies the success-story format of her highly acclaimed first book, Raised Healthy, […]

January 1, 2017

Raised Healthy, Wealthy & Wise: Raising productive and motivated children in an age of abundance

The first in a three-book series, Raised Healthy, Wealthy & Wise focuses on helping parents to raise grounded children amid wealth. At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories: real-life […]

January 1, 2014