The Mission of the Wealth Maintenance Organization is to assist business owners and their families to protect and preserve their accumulated wealth for multiple generations, and to guide the application of that wealth toward the achievement and maintenance of family values and business ethics, as determined by the business owners themselves, by assigning a trained professional to examine their current situation and predict future outcomes, and, through a coaching process, their goal is to improve upon those predicted outcomes by utilizing resources that become more readily accessible through the Wealth Maintenance Organization.

The origin of the Wealth Maintenance Organization stems from a careful review of the existing organizations that serve the needs of Business Owners.  I was not able to find any organization that took a comprehensive approach to serving a broad range of needs that most Business Owners have.  The closest that I found were a few organizations that provide business coaching to executives and business owners.  There were no financial services organizations that specialized in this market or catered to the broader needs of the business owner.

The model that I originally had in mind as a model for our new style of organization for the 21st Century is the prototypical Health Maintenance Organization.  Admittedly, the HMO’s of today have not achieved one of their original key objectives, namely health care cost control. However, in their various aspects, they have achieved seven very important goals:

1. Most HMO’s employ the concept of having members select a primary care physician, who becomes a gatekeeper to direct the patient to the proper type of needed special care. 

2. Equally important, HMO’s successfully introduced the concept of preventive care, by creating incentives such as offering lower co-payments or for-free services, in order to keep members from developing a preventable condition that would require a great deal of catastrophic medical services.

3. A third important achievement was the development of case management, in which patients with serious cases are identified, and a case manager is assigned to ensure that the patient is receiving proper treatment from perhaps a variety of disciplines, so that the condition does not worsen beyond what can be helped.

4. In health care, proper diagnosis is, as usual, critical.  It became apparent that thorough evaluations and examinations of apparently healthy individuals could result in valid predictions of future maladies, if certain conditions were not dealt with prior to the development of symptoms.

5. It was an HMO that pioneered the development of a professional provider network.  It is a challenge to quickly locate the right experts to provide the needed treatment. 

6. HMO’s developed systems for screening and qualifying prescription drugs, with methodologies and negotiations to reduce the costs of such drugs.

7. Often the time delay in locating the best professional talent is the difference between life and death. An effective matching and screening process and a state-of-the-art communication system using advanced technology is an absolute requirement.

1. Assignment of a Primary Care Professional

2. Preventive Care to minimize future difficulties

3. Case Management and a Case Manager

4. Thorough Examinations and Evaluations, for predictive diagnosis

5. A Professional Provider Network

6. Product “solutions” to treat specific defined conditions

7. Matching and Screening Process for Selection of Professional Providers

Wealth in the 21st Century is more than financial assets, real estate, business interests and personal possessions.  The new wealth is all of those things, plus family relationships, extended family, network connections, spiritual relationships, and especially the attainment of these very significant, yet hard to measure, true achievements:

•  Meaning: being at the forefront of economic, political, cultural and social progress.

• Purpose: demonstrating through their activities and achievements how life can be for everyone else.

• Capability: the new tools and systems provided by micro-technology lead to ever increasing powers of creativity, productivity and cooperation.

• Opportunity: things will always get bigger and better, and the future is only limited by their imagination.

• Independence: they are in control of the forces and factors that make their future bigger and better.

• Influence: they are important people within their society – respected and admired.

• Significance: what they contribute to others is greater than what they receive – and their success is justified by the value they create.

• Health: age is an attitude, and being perpetually young is a function of being motivated, productive, and useful.

• Enjoyment: the contribution they make to society entitles them to enjoy the best that society offers in the way of luxury, entertainment, recreation, and learning.

• Ease: their personally-generated success entitles them to be supported and served by the best abilities of other people.

• Income: their ability to make money is constantly growing, and the opportunities for doing so are always increasing.

• Assets: they will always have more money than they need, and this surplus is a growing source of confidence, creativity, and capability.

The most significant distinction of The Wealth Maintenance Organization is the Foundation of Values upon which it is built.  The achievement of Wealth without purpose is no achievement at all.  The achievement of wealth for a worthwhile purpose is truly what gives life meaning.  This is especially true if we do not measure wealth in monetary terms alone. 

When we can measure success in terms of how many lives we have saved, how many children we have fed, how many of the elderly have we helped to find meaning in their lives, how many souls have we saved to serve God, how many marriages we have saved, or how many of the poor we have helped rise up, then we have achieved the real wealth.  Here is a list of some of the key issues that our founding members have determined are worthwhile purposes for which their wealth can be used, in some fashion or another:

Of all the values that the Founders considered important, the most important is “Trust”.  Our Founders determined that Trust is built most rapidly among people who have a similar set of values and beliefs, and a commonality of purpose.  We all know that not everyone will have the same set of values that we have.  We are constantly searching for people who have the same set of values that we have, including a similar sense of purpose.  We enjoy sharing our experiences with other “like-minded” people, and learning from them.

We also recognize that the quicker we are able to find these people, the better off we are.  We are especially gratified when we find relationships with people who present a potential business relationship.  The technology employed by the Wealth Maintenance Organization facilitates this search by allowing us to enter our values into the system, and then employing that information to screen all other relationships for compatible values and purposes.

The role of the Wealth Maintenance Organization is to assist business owners and their families to protect and preserve the accumulated wealth for multiple generations by assigning a trained professional to examine the current situation and predict future outcomes, and through a coaching process improve upon those predicted outcomes by utilizing resources that become more readily accessible through the Wealth Maintenance Organization.

For further information, contact George Brown, Kevin Brown or Doug Scott at:

The Wealth Maintenance Organization. LLC
P. O. Box 605
Colmar, PA 18915
(877) 268-9128
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The Wealth Maintenance Organization, LLC

The 7 Factor Model

The Wealth Maintenance Organization is based upon these seven attributes:

1. Assignment of a Primary Care Professional

2. Preventive Care to minimize future difficulties

3. Case Management and a Case Manager

4. Thorough Examinations and Evaluations, for predictive diagnosis

5. A Professional Provider Network

6. Product “solutions” to treat specific defined conditions

7. Matching and Screening Process for Selection of Professional Providers