The Wealth Management Society of Northwest Ohio is committed to safeguarding the standards of those professionals dedicated to helping Northwest Ohioans with wealth accumulation, preservation, and transfer. We are seeking quality new members in the following professions:

  • Financial planners, investment advisors, and financial analysts who are licensed, credentialed and/or in good standing in their profession
  • Estate planning and business attorneys
  • Certified Public Accountants
  • Business brokers
  • Real estate professionals
  • Appraisers
  • Other professionals involved in wealth management


The Investment Professional

Competence, integrity and independent judgment are the trademarks of today’s professional. They form the basis for serving the public trust. The need for able, objective, trustworthy advice and expertise has never been more critical. Satisfying that need has never beenmore challenging.


Learning and Education

We serve the educational needs of students at different educational levels ( the undergraduate business program, and particularly the marketing majors; MBA, Executive MBA, and management development programs) and for a variety of industry and market sectors. Our student members are the society’s future. We expect them to be discerning, contributing citizens of the world in which we live, both in their professional accomplishments as well as their societal contributions. A scholarship fund is established to award and recognize academic achievement.



Find out about our organization and see what meetings and speakers are coming up.

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Ready to take the next step? You can become a member of the Wealth Management Society of Northwest Ohio.

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