Money & Meaning
What I’ve Learned From Advising the Very Wealthy
by Christopher Poch, Founder of Promethium
You've built the wealth. Now what?
Money & Meaning is a candid exploration of what comes after financial success written by Christopher Poch, an advisor to some of the nation’s most successful families. The blueprint Poch offers empowers the reader to achieve family harmony, financial independence and peace of mind.
It’s about aligning your capital with your values, avoiding the traps that quietly fracture families and approaching legacy with the same discipline you’ve brought to building wealth. If you believe money should be a tool for peace, unity, and purpose, this is your next essential read.
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Inside you'll find...
This book goes beyond performance metrics and portfolio theory to ask deeper questions about legacy, fulfillment, and the patterns that emerge when financial success is no longer the obstacle.
Balance family, finances, and philanthropy
Assemble a team of advisors
Succeed in managing your family’s fortune
Inform, involve and entrust the next gen
Whether you are managing generational wealth or building it, Managing Money & Meaning offers unique insights on how to do it while remembering what matters most.
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LEARN HOW TO:
Meet the Author
Christopher Poch
Christopher Poch is the Founder & CEO of Promethium Advisors, a private wealth management firm based in Bethesda, Maryland.
With over 40 years of experience advising ultra-high-net-worth families, Chris has led divisions at Smith Barney, Citigroup, Bessemer Trust, and Morgan Stanley. He is widely regarded as an authority in wealth advisory and has been featured in publications including The Wall Street Journal, Barron’s, and The Financial Times.
Money & Meaning is his second book and his most personal work to date.
“Chris has built a reputation as a trusted advisor, mentor, and leader for over forty years in the investment business. A protective steward of his clients’ capital, he is not afraid to go against consensus when he has conviction. He chooses to avoid risk and deliver consistent returns to chasing Alpha. In his latest book, Chris explains the roadmap that has led to his multi-decade list of successful and loyal clients. He writes it as a son, husband, father, and life-long student of the ever-challenging but always fascinating world of investing.”
CEO Meredith Whitney Advisory Group
The Oracle of Wall Street – Bloomberg
Meredith Whitney
"Chris is an extraordinary wealth advisor and partner who internalizes clients' goals and aspirations. He applies the fundamentals of portfolio management but also identifies proprietary thinking opportunities grounded in decades of cross cycle experience at the highest levels as a student of markets and industries. Chris has a voracious appetite for learning and continually identifies opportunity and creates value for others. He relishes in the success of those he counsels."
Managing Partner – Freidheim Capital, LLC & Bestselling Author
Scott Freidheim
"As a private wealth advisor for 37 years, I can attest to the common sense and practical ideas in Chris Poch’s new book, Money and Meaning: What I’ve Learned from Advising the Very Wealthy – But why do you really need to read this book? To take conventional ideas and use them as springboards for a financial life that reflects you. To grow your understanding of issues you don’t often see discussed: the role of risk in any portfolio; the temptation to make portfolio choices from avoidance rather than long term thinking; the role of money as a tool for your family – And hey, advisors! Get a ringside seat on what the smartest clients expect and how they are evaluating YOU!"
Co-Founder and President – Xcelerate Growth Partners, LLC
Baron’s Hall of Fame, Former Managing Director – Morgan Stanley, Private Wealth Advisor
Mary Deatherage
Chris has spent a lifetime collecting wisdom on one of life's most confounding questions: what is 'enough' and how can we get it? I am grateful for the practical wisdom he shares with the world.
Founder and Managing Partner – Phronesis Fund
Host – Art of Quality Podcast
John Candeto
I’ve known Chris Poch for 40 years and trust his financial judgement and integrity so much I made him the executor of my estate. Looking back over the years I’m struck by how often he’s been correct about the direction of markets. I didn’t always listen to him but If I had I’m sure I’d have more money now.
Founder – Groom Ventures, LLC
John Groom
Chris Poch is the very definition of integrity, emotional intelligence and thoughtfulness. During the more than 20 years that I’ve known Chris as an advisor, client and friend, he has consistently displayed a remarkable ability to see people as they are and as they hope to be. He is someone I trust without reservation.
Founder and CEO – Blue Heron Research Partners
Award-winning Financial Journalist, Fortune Magazine
David Rynecki
Throughout his successful career, Chris has always had his family, friends and clients at the forefront of his thoughts and actions. Trust has to be earned, and Chris has earned my unwavering trust through all of his endeavors. His ability to listen is one of his most valuable traits. Chris is able to listen and then understands the needs of his clients in a remarkable way. As you will see, his writing aptitude brings to each a way of ‘seeing’ what is and what can be.
Retired Senior Vice President, Financial Advisor – Morgan Stanley
Namesake for the APIC Sandee Smith Excellence Award
Sandee Smith
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