Society of Real Wealth Managers™

Membership: Apply RWM™ Program Directory

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Join the Society of
Real Wealth Managers™

A Network of Specialists Who Provide Financial Peace of Mind Through Professional Collaboration

Society of Real Wealth Managers™
Member Directory

Upcoming Events

Featuring Society of RWM™ Members

Virtual CE Summit September 30, 2020

Theme - Financial Fallout: Tax, Audits and Bankruptcies

Virtual Distinguished Advisor Conference October 28-30, 2020

Theme - Bold Thinking, Bright Insights

The Society has four primary purposes:

  • The Society. To establish a network of highly-skilled tax and financial intermediaries who follow the RWM™ framework focused on a strategic, multi-disciplinary advisory approach to sustainable family wealth.
  • The Client. To provide an environment of mutual trust and collaboration between stakeholders who are empowered to build strong, multi-generational relationships. Their mutual goal is to create Real Wealth and financial peace of mind.
  • The Individual Advisors. To enhance visibility and promote the work of highly-trained Real Wealth Managers™ (RWM™) who represent the RWM™ framework in various professional and regulatory relationships.
  • The Community. To lobby for regulators, professional organizations and governments to recognize members credentials, and specialized expertise as well as provide feedback on legislation, regulations, or industry requirements as they are introduced in the future.

Join us to connect, contribute and collaborate under the Real Wealth Management™
Multi-Stakeholder Framework


RWM Diagram

The Special Privileges Your Annual Fees Provide:

    • Your listing on the Society of RWM™ pages: Plus, receive your approved RWM™ or RWM™ stakeholder logo for use on your own website and social media promotional materials.
    • An annual subscription to the RWM™ Calculators: 15 highly-sophisticated software tools to calculate RWM™ solutions (a $795 value). This subscription qualifies for 15 non-verifiable credits for your professional development.
    • Get your RWM™ Designation at special tuition rates (receive an additional 10% off)
    • Requirements for membership: Graduates of any Knowledge Bureau Designation program and other approved professional designations are eligible. Membership may also be approved based on contribution to the program by submitting a case study.

      Access the RWM™ Calculators

      Become a Society of RWM Member for your access to the RWM™ Calculators for FREE!

      Who Can Join?

      • Graduates of the RWM™ - Real Wealth Management™ Designation Program
      • Undergraduates of the RWM™ Designation Program (already enrolled)
      • Aspiring graduates of the RWM™ Designation Program
      • Graduates of any MFA™, MFA-P™, and DFA™ Tax and Bookkeeping Services Specialist Designation Programs
      • Financial Professionals with other credentials (such as: CFP, CPA, CFA, CIM etc)

      ​Get your Real Wealth Manager™ Credentials

      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™.