The Society of Real Wealth Managers™ is a national network of highly-trained professionals from the tax, bookkeeping, and financial services who are subject matter specialists that share common knowledge, tools, and best practices. By joining you’ll have the opportunity to:
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).
Those without an RWM™ designation are required to take the RWM™ Challenge Exam.