Company Overview
- Headquarters
- 199 Broad Street, Red Bank NJ
- Website
- smallwoodwealth.com
- Phone
- (800) 797-1000
- Employees
- 18
- Founded in
- 1990
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Smallwood Wealth Management
Smallwood Wealth Management is a wealth management firm based in Red Bank, New Jersey. The company employs 18 people and generates $2.5 million in annual revenue. Smallwood Wealth Management partners with clients to develop customized financial plans that aim to minimize risk and taxes while growing wealth and helping clients achieve financial independence. They utilize their proprietary Wealth Curve™ process to create these plans, focusing on both current needs and long-term goals. The company emphasizes a collaborative approach, empowering clients to take ownership of their financial future. They believe in a long-term perspective, working with clients to build a plan for both today and tomorrow. To learn more about Smallwood Wealth Management's services, contact them at (732) 542-1565 or visit their website at smallwoodassociates.com. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC.
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| 3M |