Society of Real Wealth Managers

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The Society of Real Wealth Managers brings together business leaders who work as educators, advocates, and stewards of their clients’ financial resources. They are committed to a multi-stakeholder approach to Real Wealth Management through a collaborative network of designated specialists.

Expand Your Knowledge. Build Your Network. Empower Your Relationships.

Your specialized credentials are the foundation of your career so let them help grow your leadership skills and build your business network. Join the Society of Real Wealth Managers—a multi-disciplinary organization of professionals, including specialists from the fields of tax, bookkeeping and financial services.

Benefits & Opportunities

As a distinguished member of the Society of Real Wealth Managers, you’ll have access to:

Top-flight education from Knowledge Bureau at special member rates

Trademark licensing, and exclusive promotions

Opportunities to participate in peer-to-peer case study development

Member-only pricing on RWM™ practice management tools

Leadership and teaching opportunities in RWM regional meetings, Knowledge Bureau workshops and conferences

Mentorship opportunities

Writing for Knowledge Bureau Report and more

Coming in 2020: Member-only events, online listings

Society

The Society of Real Wealth Managers is a national network of highly-skilled tax and financial intermediaries who share the common knowledge and skills to provide a multi-disciplinary approach to accumulating, growing, preserving and transitioning sustainable family wealth.

The Society is founded on the principles of best practices, industry specialization, and a commitment to the building of solid multi-stakeholder relationships through education, mentorship, and community service.

Vision

The Society provides a collaborative environment for all stakeholders who provide financial services to multi- generational clients. The goal is to create Real Wealth, or financial peace of mind, through a common strategic plan, consistent processes, in-depth technical knowledge, and precise skills.

Mission

We aim to network, share knowledge, and enhance the visibility of highly-trained Real Wealth Managers to one another, the public, industry, media and regulatory organizations.

Requirements for Membership

If you’re a RWM™ designate, you may already be a member! Membership requires not only successful completion of the RWM Designation program but also one for the following designations or industry equivalent.

MFA™, MFA-P™, DFA-Specialist™ (or top-tier industry credentials; for example: CFA, CLU, CPA, LLB)