Does your net worth have two commas? Meet your new guidebook.

Two-Comma Wealth

Investment, Tax, & Estate Strategies for High Net-Worth Individuals

Investments, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars

Two-comma wealth is the American Dream. We see million-dollar prizes offered on countless game shows, and often as kids we fantasize about what we could do with that much money. So when you've worked hard, made strategic choices, and find yourself standing at the threshold of that new chapter in your life, it's only natural to wonder, “Where do I go from here?”

Becoming a millionaire brings a new level of responsibility: the decisions you make can have a profound impact on your financial future and the legacy you leave behind. This can be overwhelming, especially when financial pundits on TV, podcasters, fad investors, and maybe even your brother-in-law or neighbor are all telling you what they think you should do with your money.

In Two-Comma Wealth, George Stefanou, a Forbes Top Next-Gen Wealth Advisor*, draws on his more than fifteen years of experience in wealth management, investment strategy, tax considerations, and estate planning to help you confidently navigate the unique challenges and opportunities that come with two-comma wealth. You’ll learn how to not only responsibly manage and grow that wealth, but also translate it into true, lasting happiness.

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Meet George Stefanou CFP®, CPWA®, CEPA®

George is a first-generation Greek-American and a 2023 & 2024 Forbes Best-in-State Top Next-Gen Wealth Advisor*, serving as the financial guru behind “Two-Comma Wealth.” As a University of Central Florida alumnus and avid football fan, George brings a unique perspective to the world of personal nance.

George is a CERTIFIED FINANCIAL PLANNER™ professional who also holds the following advanced credentials: Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor® (CPWA®), Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Plans Specialist℠ (CRPS®) and Chartered Retirement Planning Counselor℠ (CRPC®). Drawing on over 15 years of experience and thousands of diverse client interactions, George has developed a talent for humanizing finance, helping clients navigate the complexities of wealth management while empowering both investors and advisors.

*  Forbes Top Next-Gen Wealth Advisors Best-in-State for Florida in 2023 and 2024, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback.

  • "Every so often, you come across someone who just thinks differently. George Stefanou is one of those rare professionals. In Two-Comma Wealth, he delivers a practical, insightful, and values-driven approach to managing significant wealth. He simplifies complexity, aligns wealth with purpose, and helps readers navigate the evolving financial landscape."

    — Libby Griewe, The Efficient Advisor

  • “Stefanou writes with empathy while offering advice that will guide readers to responsible financial behavior… The book provides a solid base of information, enriched by anonymized stories from clients’ adventures in saving, investing, and bequeathing inheritances.”

    — Kirkus Reviews — Verdict: Get It! — Full Review

  • “While many personal finance books focus on how to accumulate wealth, few discuss what to do once financial independence is achieved. Two-Comma Wealth fills this gap, offering an excellent guide for investors with substantial assets.”

    — BlueInk Review — Full Review

  • “A holistic money management guide for those with multimillion-dollar net worths. Two-Comma Wealth assesses what wealth is for and how it can enrich a life, describes the effort and expertise responsible wealth management requires, and explores financial pitfalls that can ensnare the inexperienced millionaire.”

    — Foreword Reviews — Full Review