Call 800-797-1000
Client Login
ATTEND THE 2019 RETIRE ASAP WORKSHOP
Button 2
logo-sm2
  • Home
  • About Us
    • Featured Videos
    • Our Team
  • Offers
  • Connect
    • Events
    • Wealth Curve Talk with John
    • Wealth Under Pressure Podcast
  • Contact Us
  • LET’S GET STARTED
  • Client Login
  • BrokerCheck
  • Home
  • About Us
    • Featured Videos
    • Our Team
  • Offers
  • Connect
    • Events
    • Wealth Curve Talk with John
    • Wealth Under Pressure Podcast
  • Contact Us
  • LET’S GET STARTED
  • Client Login
  • BrokerCheck

Home

GUIDING YOU EVERY STEP OF THE WAY BY…

Providing Confidence and Clarity in Wealth Building Strategies

Let’s Get Started

EASIEST WAYS TO GET STARTED

OUR BOOK

5 Ways Your Wealth Is Under Attack

5 ways BookCoverImage[sm]
Request Your Copy

SCHEDULE

Talk to a Smallwood Wealth Management Financial Advisor, No Cost, No Obligation

2014 FIVE Star Pic-573
Call 800-797-1000

YOUR FREE GUIDE

2018 Business Owner's Guide

2018 Business Owner's Guide
Download The FREE Guide

VALUE CONTENT ON IMPROVING YOUR WEALTH CURVE

CONNECT & EDUCATE

Wealth Curve Talk Podcast

EPISODE #025
SHOULD YOU COLLECT SOCIAL SECURITY?
November 21, 2018

Should You Collect Social Security
EPISODE #025
November 21, 2018

EPISODE #024
GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN P2
November 15, 2018

Game-Changing Variables in Your Retirement Plan, Part 2_Thumbnail
EPISODE #024
November 15, 2018

EPISODE #023
GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN
November 06, 2018

Game-Changing Variables in Your Retirement Plan, Part 1_Thumbnail
EPISODE #023
November 6, 2018

EPISODE #022
HOW MUCH MONEY DO YOU NEED FOR RETIREMENT?
October 25, 2018

How Much Money Do You Need For Retirement
EPISODE #022
October 25, 2018
Wealth Curve Talk With John

Why Wait? Financial Freedom is Yours.

Contact Us

Smallwood Wealth Management stands ready to be your trusted professional team.

WHY SMALLWOOD

Our clients choose Smallwood Wealth because they have reached a level of financial success that they know they need assistance in managing. They want a big picture approach to wealth management, looking at all the aspects of their plan.

OUR JOB

Current financial circumstances are unique to each individual. Our collaborative approach organizes your financial assets and strategy to help you make sense of what you own; and more importantly, how financial pressure can impact your wealth and its potential.

THE GOAL

Our goal is to help you develop financial strategies that attempt to reduce risk and taxes, accumulate more wealth, enhance retirement income, and pass more assets on to your family. Our focus is completely on you and your financial goals.

Financial Planning -The Big Picture

OUR PROCESS

Wealth Curve ConversationThe Wealth Curve BlueprintThe Wealth Curve ScorecardThe Wealth Curve SimulationThe Wealth Curve Strategic Implementation

The Wealth Curve Process Overview

The Smallwood Wealth Investment Management Process follows five main steps. The first step, The Wealth Curve Conversation, is a holistic approach and an in-depth discovery of your lifestyle, your financial situation, your risks and goals. We aggregate all the aspects of your current financial plan into one big picture, called The Wealth Curve Blueprint. It will show you the opportunities and deficiencies of your current plan. We move onto Step Three which is The Wealth Curve Score Card. This score card is a powerful visual tool that highlights where your plan is strong and where it needs some attention. For example, how will my plan change at X if I adjust Y. In step four we will run The Wealth Curve Simulation. Here we analyse your plan to show under which real-life scenarios your plan will perform strongly in and which your plan will perform more on the weak side. In essence, this is a stress-test of your plan. The final step is The Wealth Curve Implementation. After carefully analyzing, simulating, and creating adjustments to your plan, it is now time to put it into action.

SMALLWOOD TEAM

john-450

John L. Smallwood, CFP®
Senior Wealth Advisor

ed-450

Edward E. Bao Jr., CFP®, AIF®
Senior Wealth Advisor

lmenz

Leanne Menzel
Client Services Administrator

JSherm

Jennie Sherman
Insurance Director

Hmarc

Hayley Marcus
Client Service Associate

Jennifer-Duffy-resized

Jennifer Duffy
Marketing Specialist

Ellen Algokce

Ellen Algokce
Client Relations Coordinator

"We believe in looking at the big picture, we want to continually focus on that vision, and work with you to develop the right plan for today and tomorrow."

JOHN L. SMALLWOOD, CFP®

NEED TO TALK WITH SOMEONE

Contact Us Today

Simply fill out the form below and a member of our team will reach out to you shortly.

SMALLWOOD WEALTH MANAGEMENT

199 BROAD ST, RED BANK, NJ 07701

800-797-1000

Come & Connect With Us

  • Facebook
  • LinkedIn
  • Twitter

Book Appointment

  • Home
  • About Us
  • Get Started
  • Connect
  • Contact Us
  • BrokerCheck

Copyright © 2019 · Smallwood Wealth Investment Management, LLC· 199 Broad St, Red Bank, NJ 07701 · 800-797-1000 · Privacy Policy

Designed By: InterSoft Associates


This communication strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various 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 Ash Brokerage or Smallwood Associates, Ltd. Fixed Annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity’s features, benefits, and fees and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims paying ability of the issuing company. Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.