Smallwood Wealth Management

Smallwood Wealth Management
Categories

Financial Planners / Financial Services

About Us

The Wealth Curve™ Process
The planning process is crucial to providing clients with the greatest probability of achieving their financial goals. We start by getting to know your ambitions, your needs, and the challenges you face, then we design a mutually agreed upon plan, set it in motion, and monitor it regularly to ensure that the plan evolves as you do.

Our aspiration 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’ve dreamed of.

Video Media

Images

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Rep/Contact Info

Edward Bao
Kate Galgano
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View Personal Bio
Rob Marks
Jen Moloney
Director of Marketing
Chris Smallwood
Jack Smallwood
Jared Smallwood
John Smallwood

Join Us For Our
Health & Wellness Expo

Wednesday, January 29, 2025, 12-3pm
Brookdale Community College, Student Life Center

October is Membership Month

Come see what we are all about at one of our upcoming events. Become a member in October and receive additional benefits!

Reward Your Business With Membership in EMACC!

For the month of May, join EMACC with no administrative fees PLUS receive a new member swag bag courtesy of EMACC member businesses.