The Society of Real Wealth Managers™ is an international network of financial professionals who, through professional collaboration, enable financial peace of mind for the ultimate benefit of their individual clients. This is accomplished through the utilization of expertise derived from all disciplines of financial management and advise by providing a comprehensive plan designed to allow their respective clients the benefit of multiple specialists in their field.
While the Society of Real Wealth Managers™ is primarily for collaboration, networking and the exchange of knowledge between financial specialists, the individual clients of each Advisor is ultimately the beneficiary of the Society.
In order to be listed in the directory, please complete the attached member bio form.
An annual subscription to the RWM™ Calculators is included with your membership. These 15 highly sophisticated software tools are there to help you model RWM™ solutions (a $795 value).
Become a Society of RWM Member for your access to the RWM™ Calculators for FREE!
Featuring Society of RWM™ Members
RWM™ Jeopardy! Technical, Ethical, Moral & Legal issues affecting a Real Wealth Management Team approach.
Real Wealth Management requires the interaction of various financial specialties to interact with a cohesive financial plan, all for the benefit of the client. Easier said than done!
Join us on February 3rd as we test the knowledge and ability to interact and overcome difficulties with other financial professionals in various specialties as our panel tries to overcome the technical, ethical moral and legal issues that can arise when multiple advisors are involved in this Jeopardy style “Meeting of the Minds” session.
Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management™.
Take advantage of outstanding collaborative and cost-saving opportunities through our Member-to-Member RWM Affinity program. Designed to enhance your membership value, this program encourages members to cross-collaborate in practice under the RWM Framework and offers members the ability to offer RWM Member-to-Member discounts to their clients, enabling them to save money and time by committing to a holistic team who operates under the RWM Framework. Furthermore, the Affinity Program will help you increase your visibility online and promote your business to other like-minded RWM and future potential clients who are looking for Real Wealth Management
What you need to know: