Simple Wealth: Insider Strategies and Techniques for the Clients of Our High Net Worth Wealth Management Firm, authored by veteran wealth manager Daniel Beech, is now available on Amazon. This essential guide reveals powerful, insider strategies previously reserved for the ultra-wealthy—now accessible to entrepreneurs, business owners, and individuals eager to secure their financial future.
In a financial landscape where innovation and strategic guidance can determine success, Simple Wealth offers readers a rare glimpse into sophisticated solutions that wealth management professionals implement for clients with $10M+ net worth. Beech has built a $350M+ business from scratch, and this book showcases his years of expertise, innovative ideas, and entrepreneurial spirit.
“Entrepreneurship is in our DNA. I’ve spent my career crafting solutions for business owners and individuals who don’t settle for one-size-fits-all financial advice. This book is just the start,” said Daniel Beech.
Breaking the Mold: Wealth Management Redefined
Simple Wealth disrupts the conventional "wealth management" model. Traditionally, clients would need to consult four or five different professionals for tax planning, investment optimization, estate planning, and more. Beech and his team have consolidated these services into one seamless, high-impact process.
In the book, readers will discover:
1. Structured Yield Notes: A lesser-known investment that combines bond stability with equity returns.
2. 401(h) Health Plans: Innovative solutions allowing up to $1.188M in tax-free healthcare savings.
3. Tax Shelters: Oil and gas partnerships, qualified opportunity zones, and DST solutions to optimize tax benefits.
4. Credit Collar Strategies: Creative approaches to harvesting dividends while protecting downside risk.
5. Wealth Preservation Tools: Multi-generational estate planning strategies.
Beech’s insider strategies are derived from decades of hands-on experience. Starting in high net worth investment firms serving billionaires, Beech observed that many sophisticated techniques were inaccessible to everyday investors. With Simple Wealth, those exclusive strategies are now demystified and within reach.
About the Author: Daniel Beech
Daniel Beech is a trusted wealth advisor and entrepreneur who has grown his practice into a $350M+ business. With a career rooted in high net worth investment firms in Beverly Hills, Beech has worked with billionaires, corporations, and families across the U.S., providing innovative financial solutions that maximize wealth creation and preservation.
Beech founded Simple Wealth with a clear mission: to simplify and innovate the way people manage their finances. By breaking away from traditional wealth management restrictions, he empowers clients to access better tools, higher returns, and personalized strategies.
Find him on Social Media at Tik Tok and YouTube.
Availability
Simple Wealth: Insider Strategies and Techniques for the Clients of Our High Net Worth Wealth Management Firm is now available for purchase on Amazon. Readers can find it here: Amazon.
What Readers Are Saying
Early readers of Simple Wealth have praised it as “a wealth management game-changer” and “a must-read for business owners and forward-thinking investors.” The book distills complex financial concepts into actionable insights, making it valuable for both seasoned investors and individuals new to wealth planning.
About Simple Wealth
Simple Wealth is a leading independent wealth management firm committed to helping business owners and high achievers simplify their financial lives while accessing the most advanced tools and strategies in the industry. By combining entrepreneurial understanding and financial expertise, Simple Wealth transforms financial challenges into opportunities for growth.
Disclaimer: The information provided in Simple Wealth: Insider Strategies and Techniques for the Clients of Our High Net Worth Wealth Management Firm and any related materials is for informational and educational purposes only. It should not be construed as financial, legal, or tax advice. Readers are encouraged to consult a qualified financial advisor, tax professional, or attorney to evaluate their unique financial situation before implementing any strategies discussed in the book. The author, Daniel Beech, and Simple Wealth make no guarantees or warranties regarding the outcomes of any financial decisions based on this content.
Media Contact
Company Name: Simple Wealth
Contact Person: Dan Beech
Email: Send Email
Phone: 818-789-3995
Address:2060D Avenida de los Arboles #112
City: Thousand Oaks
State: CA 91362
Country: United States
Website: www.simplewealth.me/
