This is where “like minded” business owners and their advisors meet to collaborate in the search for solutions to fulfill family goals and business objectives based upon family values and business ethics.  The Wealth Maintenance Organization is an International Network that serves Family Businesses, Entrepreneurs, Professionals and Advisors.  The Organization does not offer products or services, nor does it receive any compensation, other than membership subscriptions.

The Wealth Maintenance Organization LLC provides a system for Business Owner Members and Advisors to find the solutions that they need to achieve their goals and objectives.  They do this with the confidence that their family values and business ethics act as a screen in the search and selection process to filter the “solution providers”, assuring that those with whom they do business are of “like mind”.

You become a part of the Wealth Maintenance Organization by being sponsored by a Member or by a WMO Advisor.  If you do not have a WMO Advisor, and would like to become part of our Process, please contact a WMO Advisor, who will explain how the WMO functions, and our rules for membership.

Our Teams of Advisors operate on the basis that Business Owner  Members should have access to the best possible solutions, not limited by geography or “approved menus of products”, or by proprietary venues, which are typically offered through the old fashioned methods of distributing products and services.  Our Advisors are free to assist the clients to find the best solutions for their particular needs.

The WMO is Connective Wealth and it is a Resilient Wealth!

The WMO Value Proposition

The WMO Resilience