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What Is Real Wealth Management™?

The Real Wealth Management Framework:

Take a multi-stakeholder approach to Real Wealth Management: a long-term, multi-generational strategy, designed to keep all stakeholders on the same page under one holistic and unified plan.

The RWM™- Real Wealth Manager™ - orchestrates the client’s unique plan by leading a team of

Earn an Important New Credential

Become a Real Wealth Manager™ by completing the Designation Program.
Undergraduates of the RWM™ Program receive a membership to the Society at no charge.

Become an RWM™

The Society of
Real Wealth Managers™

An International Network of Specialists Who Provide Financial Peace of Mind Through Professional Collaboration

Become a Member Connect on LinkedIn RWM Value Proposition

Want to Get Involved?

You may already be aware of the benefits of working in a multi-stakeholder environment with clients and other professionals. Now, formalize your process and your credentials with the RWM™ Designation and connect and collaborate with a vibrant national network of like-minded professionals. Please join us. Simply complete the application form and return it to rwmsociety@knowledgebureau.com

Become a Member

Who Should Join?

Benefits of Joining the Society of RWM™

Network and Learn with RWM™ Peers

Connect and collaborate at exclusive RWM™ events (Meeting of the Minds, speed networking, and DAC RWM™ Receptions).
Preferred rates for Knowledge Bureau live and virtual events including CE Summits and DAC.

Access Valuable Special Privileges

Get listed on the national Society of RWM™ Member Directory.
Promote your RWM™ achievements with your member badge for your website and social media
The RWM™ Discovery Tools are included with your membership ($795 value)
Earn 15 non-verifiable CE/CPD credits (which maintains annual RWM™ Designate accreditation requirements)
Receive a complimentary subscription to Investment Executive and Advisor’s Edge until December 31, 2022

Become a Member

Society of RWM™ Resources

Society of Real Wealth Managers™
Member Directory

Connect and collaborate with other like-minded professionals.

In order to be listed in the directory, please complete the member bio form once your application to the Society has been approved and processed.

Member Directory Submit Your Member Bio

Access the RWM™ Calculators

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!

Educational Options & Membership Renewal

Society of RWM™ Memberships for 2022

Renewal and annual membership for RWM™ Designates: $295

Membership renewal until December 31, 2022 includes:

Continue posting on the national RWM™ Directory
Access to the Discovery Toolkit ($795 value)
15 non-verifiable CE/CPD credits
Inquire about corporate and branch office memberships

First time members need to complete the application form and return it to rwmsociety@knowledgebureau.com

New Members: Submit Application Existing Members: Renew

RWM™ Program Enrolment Options

RWM™ Undergrads - membership included (expires December 31, 2022)
Aspiring RWM™ Undergrads (new entrants) - $1,995
MFA™, MFA-P™, DFA-Tax or Bookkeeping Services Specialists - $1,895
Groups of 2+ - 10% discount

Become an RWM™