Smallwood Wealth Management

About

"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®

At Smallwood Wealth Management, we take a long-term approach to managing your wealth by focusing on both what you need to live the life you planned for and protecting your wealth to last.

Our job is not simply to manage your wealth. Rather, we're your partners in achieving the life you worked hard to save for. That's why we approach the process as collaborators so you can take ownership of your financial future.

Using our Wealth Curve™ process, our goal is to construct a custom financial plan that strives to minimize your risk and taxes, grow your wealth, and help you achieve financial independence with the lifestyle you dreamed of.

Start building your big picture today, get in touch with Smallwood Wealth at (732) 542-1565 or visit smallwoodassociates.com to learn more.

𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘗𝘶𝘳𝘴𝘩𝘦 𝘒𝘢𝘱𝘭𝘢𝘯 𝘚𝘵𝘦𝘳𝘭𝘪𝘯𝘨 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘔𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊. 𝘗𝘶𝘳𝘴𝘩𝘦 𝘒𝘢𝘱𝘭𝘢𝘯 𝘚𝘵𝘦𝘳𝘭𝘪𝘯𝘨 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘯𝘥 𝘚𝘮𝘢𝘭𝘭𝘸𝘰𝘰𝘥 𝘞𝘦𝘢𝘭𝘵𝘩 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘓𝘓𝘊 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴.

Keywords

financial planning, retirement planning, tax planning, investment planning, tax strategies, business planning, financial, college planning, business succession planning

Amenities

No amenities listed yet

Upcoming Events

No upcoming events scheduled

Frequently Asked Questions

No reviews yet. Be the first to review!

Social Links

No social media links available

Photo Gallery

No photos available

Contact Information

Business Info

Location

Business Hours

Business hours not available