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

It’s Your Wealth – Keep It

Smallwood_Cover
Get Your Copy!

It’s Your Wealth-Keep It

The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth

John Smallwood’s outlook on financial planning and wealth management started very early. When he was in college, he began interviewing people about their ability to earn income and plan for retirement. He says of the experience, “The story about the average working person’s wealth really began to help me see that people in the workforce were woefully underprepared for what was coming and really not aware of how much money they would need for all the future obligations they want to achieve—college, weddings, retirement, just life in general.”

Many financial strategies are insufficient to help individuals reach their full financial potential because they look at a very narrow set of variables. But by blending strategies and products tailored for each client’s unique needs, wealth management maximizes the efficiency of every dollar.

It’s Your Wealth—Keep It, readers will learn how wealth management is designed to help you grow, safeguard, and keep your wealth. Instead of focusing on one kind of investment, readers learn how to look at the variables and how changing one or more of those variables can have on their wealth management plan. Part of that strategy is understanding how to minimize the impact of market volatility on your wealth.

Everyone’s financial situation is different, and everyone’s financial plan should also be different. Smallwood’s book takes a deep dive into existing plans to help readers learn how to create their own financial work of art by evaluating past and current circumstances, then chiseling away what doesn’t work.

Check out John L Smallwood’s book It’s Your Wealth—Keep It, and purchase your copy today!

DOWNLOAD A FREE CHAPTER

Enter your information to receive a free chapter from John Smallwood

  •  
  •  

 
John L. Smallwood, CFP®

John L. Smallwood, CFP®

John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. He is the author of 5 Ways Your Wealth Is Under Attack and It's Your Wealth-Keep It. He is also the creator of Your Wealth Curve. John's strength lies in his ability and commitment to continually improve the level and quality of the planning process.

Follow on Twitter

Ready to talk to a financial advisor?

Schedule Your Conversation
Also On Smallwood Wealth Management
Play Video
COVID-19 Webinar: The First Stimulus Package
Play Video
How to Boost Your Real Estate Rental Income
Play Video
How Much Money Do You Need For Retirement?
  • 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.