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OUR BOOK
5 Ways Your Wealth Is Under Attack
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CONTACT US
Talk to a Smallwood Wealth Management Financial Advisor
YOUR FREE GUIDE
2018 Business Owner's Guide
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
Hidden Levers: Risk
SMALLWOOD TEAM
John L. Smallwood, CFP®
Senior Wealth Advisor
Edward E. Bao Jr., CFP®, AIF®
Senior Wealth Advisor
Leanne Menzel
Client Services Administrator
Jennie Sherman
Insurance Director
Hayley Marcus
Client Service Associate
Jennifer Duffy
Marketing Specialist
Ellen Algokce
Client Relations Coordinator
