Call 800-797-1000
Form CRS
broker check button
  • Client Portal
    • Black Diamond Wealth
logo-sm-new-500
  • Home
  • About Us
    • Our Team
    • Media
    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login
  • Home
  • About Us
    • Our Team
    • Media
    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login

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

REQUEST A COPY

Claim Your Copy

It's Your Wealth Keep It Book Best Seller Image
Request Your Copy

SCHEDULE A CONVERSATION

Talk to a Financial Advisor

Wealth Curve Pressure Identifier image
SCHEDULE NOW

REQUEST A COPY

Claim Your Copy

19 Sources of Retirement Guide
Request Your Copy

VALUABLE CONTENT ON IMPROVING YOUR WEALTH CURVE

CONNECT & EDUCATE

Wealth Curve Talk Podcast

Episode #106

Financial Pressure Webinar – Sustainable Investing & Policy and the New Administration

April 7, 2022
Episode #105

The Foundation of a Financial Plan

March 15, 2022
Episode #104

A Conversation About Market Volatility

March 1, 2022
Episode #103

As January Goes, So Goes the Year: The Return of Market Volatility

February 8, 2022
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 Conversation The Wealth Curve Blueprint The Wealth Curve Scorecard The Wealth Curve Simulation The 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, financial situation, 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 scorecard 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 analyze your plan to show under which real-life scenarios your plan will perform strongly, and in which scenarios your plan will perform weakly. 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.

John Smallwood Profile Photo

John L. Smallwood, CFP®
Senior Wealth Advisor

New-Edward-E.-Bao-Profile-Photo

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

img-traci-1

Traci Kelly
Senior Wealth Advisor

img-rob-head-1

Robert Marks
Wealth Advisor

img-jack-head-1

Jack Bao
 Wealth Advisor

Alan-Headshot-300

Alan Concha III, CFP®
Wealth Advisor

img-chris-1

Chris Smallwood
Wealth Advisor

img-christine-head-1

Christine Flynn
Client Relations Coordinator

img-ariana-head-1

Ariana Lunderman
Client Service Representative

Elizabeths-HeadShot

Elizabeth Dusko
Client Service Representative

Annmaries-Headshot

Annmarie McNamara
Director of First Impression

img-cailyn-1

Caitlynn Derise
Marketing Coordinator

Leanne - Website pick - 103_Smallwood_266RT

Leanne Menzel
Operations Manager

Personal Finance Tips Delivered Directly To Your Front Door

The Wealth Mindset Newsletter arrives in your mailbox every other month or so. Subscribe today and get strategies you can use right away.

SUBSCRIBE NOW

"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

View larger map

map

SMALLWOOD WEALTH MANAGEMENT

199 BROAD ST, RED BANK, NJ 07701

800-797-1000

Follow the Journey of 199 Broad Street

Contact Us

Contact Us Today

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

19 sources of retirement income guide cover thumbnail

For those who don’t want to work in retirement

"RETIREMENT INCOME RESOURCES"

View Now

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

Sign-up for our newsletter

Come & Connect With Us

book an appointment with smallwood wealth management green button
  • Home
  • About Us
    • Our Team
  • Get Started
  • Connect
    • Webinar
    • Blog
  • Contact Us
  • BrokerCheck

COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000
Follow the journey of 199 Broad Street:
https://199broad.com/
PRIVACY POLICY · TERMS OF SERVICE
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 80 State Street, Albany, NY 12207.
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.