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GUIDING YOU EVERY STEP OF THE WAY BY…

Providing Confidence and Clarity in Wealth Building Strategies

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19 Sources of Retirement Guide
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VALUABLE CONTENT ON IMPROVING YOUR WEALTH CURVE

CONNECT & EDUCATE

Wealth Curve Talk Podcast

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EPISODE #083

THE PIRATES OF MANHATTAN OWN THIS AS A FOUNDATION, DO YOU?

February 18, 2021
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EPISODE #082

FIGHTING COVID: THIS IS WHAT YOU CAN DO TO LOWER FINANCIAL STRESS

December 7, 2020
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EPISODE #081

HOW TO KEEP MORE OF YOUR WEALTH WITH A CHARITABLE REMAINDER TRUST

December 1, 2020
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EPISODE #080

THIS HOW TO PLAN SO YOU GET THE BEST REVERSE MORTGAGE

November 20, 2020
Wealth Curve Talk With John

Why Wait? Financial Freedom is Yours.

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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, your financial situation, your risks, and your 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 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.

SMALLWOOD TEAM

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John L. Smallwood, CFP®
Senior Wealth Advisor

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

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Leanne Menzel
Client Services Administrator

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Jennie Sherman
Insurance Director

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Robert Marks
Junior Wealth Advisor

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Ariana Lunderman
Director of First Impressions

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Christine Flynn
Client Relations Coordinator

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Lori Candelmo
Executive Assistant

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"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®

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SMALLWOOD WEALTH MANAGEMENT

199 BROAD ST, RED BANK, NJ 07701

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COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000 ·
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.