EASIEST WAYS TO GET STARTED
OUR BOOK
5 Ways Your Wealth Is Under Attack
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SCHEDULE
Talk to a Smallwood Wealth Management Financial Advisor, No Cost, No Obligation
CONNECT & EDUCATE
Wealth Curve Talk Podcast
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
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 L. Smallwood, CFP®
Senior Wealth Advisor
Edward E. Bao Jr., CFP®, AIF®
Senior Wealth Advisor
Leanne Menzel
Client Services Administrator
Ellen Algokce
Client Relations Coordinator
Jennie Sherman
Insurance Director
Jennifer Duffy
Marketing Specialist
Christine Flynn
Client Implementation Concierge
