Enable Financial Peace of Mind Through Professional Collaboration

New from Knowledge Bureau: Join the Society of Real Wealth Managers™.  It’s a national network of financial specialists who enable peace of mind by taking a multi-stakeholder approach to family wealth management.  Professional collaboration is so important in uncertain financial times. Become a charter member at an introductory fee, upskill and get connected today.

The Society of Real Wealth Managers™ has four primary missions:

• 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.

What 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: save 10% off tuition fees, or take the RWM™ Challenge Examination.
• An opportunity to enter as a special privilege stakeholder: Graduates of any Knowledge Bureau Designation program and other approved professional designations are eligible. Without an RWM™ Designation, an open-book Challenge Exam on the Real Wealth Management™ strategy and process must be passed.

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