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.

The Society of
Real Wealth Managers™

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

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

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)

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.

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 2024

Renewal and annual membership for RWM™ Designates: $395

  • 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

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