What is Real Wealth Management™?
The need for a comprehensive approach to address a client’s financial needs, while not new, has never been more prominent than today, with many financially disruptive life-triggers continuously taking place in our daily lives.
Real Wealth Management is the next level of professional financial advisory!
It is a collaborative effort among numerous supporting advisors who provide a multi-faceted approach to managing the financial affairs of family clients. This requires the cooperation of the client-family, led by the chief financial professional known as the Real Wealth Manager (RWM™), followed by the collaborative team of financial professionals, which can be internal or external.
If you are ready to go to the next level and incorporate a multi-advisory approach to the management of your wealth—to achieve your hopes, dreams and goals—employ an office that implements the Real Wealth Management Approach!
How Can RWM Make The Difference?
When I am asked what is the primary difference between a wealth plan designed by a Real Wealth Manager and one by a Non-RWM, I respond with:
“The Real Wealth Management plan is the one that coordinates the outcomes of the others – tax, investment, retirement, insurance, disability, estate, succession planning and so on - to enable seamless achievement of goals.
After all, successful families do not build, maintain, and sustain wealth alone.”
It is not a secret that for a family to build, maintain and sustain real wealth for multi-generations to come, the collaborative efforts of a team of financial professionals and the client-family is key, combined with the integration of customized solutions in the areas of tax, retirement, estate planning, insurance and succession planning.
Beginning with the Real Wealth Management plan, DWM helps you coordinate and integrate the team of collaborative professionals you need to achieve your full financial potential with real peace of mind.
Support, Expertise, and The Right Advisor For You
Not every professional is capable or willing to take on the lead role of managing the financial affairs of the family and orchestrating the collaborative financial team.
A Real Wealth Manager (RWM™) has been educated and trained to act as a chief advisor to successful families and business owners, collaborating with a like-minded team of professionals, who oversees and manages the complete financial affairs of client-families.
Under this joint-decision-making process, the families’ goals of accumulation, growth, preservation and transition of multi-generational wealth can be achieved.
Our Collaborative Framework, and How It Can Work for Your Family!
Real Wealth Management™ offices operate under the framework of joint decision making, collaborating with and coordinating the services of the family-clients’ other advisors, with unbiased advice and objectivity, to help the family build and transition sustainable wealth.
Real Wealth Managers (RMW™) provide highly customized services and solutions for multi-generational families.
By implementing a Real Wealth Plan followed by all the professionals and family members involved, we are able to achieve the wealth sustainability you desire—the ultimate in financial peace of mind.
- RWM™ is a registered trademark of Knowledge Bureau, the founder of the Real Wealth Management™ Designation program, Practice Framework and Standards of Conduct.
