Smallwood Wealth Management
Financial AdvisingHours:
199 Broad St, Red Bank NJ 07701 Hours
About Smallwood Wealth Management
Smallwood Wealth Management, located at 199 Broad Street in Red Bank, New Jersey, is a trusted financial advisor dedicated to serving high net worth individuals, business owners, and corporate executives. With over 30 years of experience, the firm offers a wide range of services including financial, tax, investment, retirement, and business planning. Their team is known for helping clients grow wealth, minimize risks, and reduce taxes through their proprietary Wealth Curve™ process. They also provide estate and legacy planning to ensure clients' financial futures are protected. Clients appreciate the personalized approach and genuine care from the staff, describing them as friendly, patient, and understanding. Many mention feeling like they are treated as family, with advisors guiding them through financial decisions and offering support both professionally and personally. The team’s expertise and friendly attitude foster trust and peace of mind, making Smallwood Wealth Management a dependable partner in achieving financial goals.
Most Recent Reviews
January 2026
Jack and Christine have been a god send! They have helped me get all of my accounts in one place, are incredibly organized and super knowledgable. There is no one I trust more than SWM!
January 2026
John and Chris always take the time
To listen and understand my goals and concerns. They are so knowledgeable, freely sharing information and suggestions on maximizing my retirement income. I look forward to a very long and profitable relationship!
January 2026
I was guided through the process with great care,knowledge and patience …and a good sense of humor! Thank you Cristina!
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