Smallwood Wealth Management
Financial Services - Red Bank, NJ, US
Smallwood Wealth Management Employees
Smallwood Wealth Management Details
"We believe in looking at the big picture, we want to continuously focus on that big picture and work with you to develop the right plan for today and tomorrow" -- JOHN L. SMALLWOOD, CFP®WHY SMALLWOODPeople work with us because they have reached a level of financial success that they know that they can no longer do it alone. They want a big picture approach to wealth management that looks at all aspects of their plan.OUR JOBYour current financial circumstances are unique to you. Our collaborative approach organizes your financial assets and strategy to help you make sense of what you have and more importantly how financial pressure can impact your wealth and it's potentialTHE GOALHelp you develop financial strategies that attempt to reduce risk, reduce taxes, accumulate more wealth, enhance retirement income and pass more assets to your most important heirs. It is about you and your financial goals
Smallwood Wealth Management Technologies
Email Providers
Outlook
Customer Relationship Management
InfusionSoft
CMS
WP Engine
Hosting
Google Cloud Hosting
Email Delivery
Sendgrid
Other
Microsoft Office 365