The Geometry of Wealth

Outline

The Geometry of Wealth (2018) asks what it really means to be wealthy and how money can support a happy life. Brian Portnoy argues that true wealth is funded contentment, having enough money to live a meaningful life on your own terms. He combines psychology and finance to show how clear purpose, adaptable priorities, and simple investment strategies can lead to lasting financial well-being.

• Brian Portnoy argues that true wealth is funded contentment: having enough money to live a meaningful life on your own terms.
• The book asks what it really means to be wealthy and how money can support a happy life.
• Clear purpose gives your financial choices a direction, so money serves your values instead of ruling them.
• Priorities should stay adaptable, since the life you want can change over time.
• Simple investment strategies, backed by psychology and finance, can lead to lasting financial well-being.

Brian Portnoy is an American financial expert, author, and educator who has spent decades in the investment industry. He founded Shaping Wealth, an organisation that helps financial advisers and clients connect money with a meaningful life. His books include The Investor’s Paradox and The Geometry of Wealth.