People come to Smallwood Wealth Management because they have achieved financial success, but they see the growing complexities of their lives bottling up their abilities to achieve their personal and professional goals. We call this the Ceiling of Financial Complexity.
At Smallwood Wealth Management, our job is to:
Simplify our clients' financial lives. In doing so, we also provide them with the financial support, time, and confidence to pursue their greater ambitions.
Provide ongoing, long-term advice and wealth management services. We look at the entire picture.
Carefully plan, integrate, and coordinate all financial decisions. Since such decisions have financial, tax, and legal implications, we work as a macro-manager with all of our clients' other trusted advisors.
The essence of how this takes place is captured in a simple integrative structure.
Through this consultative process, Smallwood Wealth Management focuses on the goals that matter most to our individual clients and their families. With full information and an understanding of the way that one decision can affect others, our clients can confidently make strategic decisions about how to use their money.
Then, with financial decisions implemented, our clients are free to focus on the other decisions that will have even greater impacts on their lives and legacies. If we do our job right, we give our clients the ability to pursue those dreams.
Smallwood Wealth Management stands ready to be that trusted professional team.
Partner with our financial experts
Working with us can help you pursue your wealth management goals. There is a comprehensive process we will introduce you to for managing your financial life and implementing a long-term plan customized to your requirements. The process begins with examining the wealth strategies universe and its modules:
Accumulation: how to target asset growth
Retirement planning: how to target distribution of your assets in a tax-advantaged way
Estate planning: how to preserve your assets
Risk management: how to protect your assets
Long-Term Care: how to protect against aging
Business planning: how to grow and manage your business
Taxation: how to minimize your tax burden
Create a comprehensive plan
By exploring each detailed section, we are able to determine which areas require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.
Support your financial goals
Working together helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
Smallwood Capital’s Wealth Management Process works by helping you to break through The Ceiling of Financial Complexity on a progressive, permanent basis.
Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 26,955 New Jersey wealth managers were considered for the award; 672 (3 percent of the award candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
This communication strictly intended for individuals residing in the states of CA,CO,CT,DC,FL,IL,MA,NC,NJ,NM,NY,PA,SC,VA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Fixed insurance products and services offered through CES Insurance Agency or Smallwood Wealth Management.