WANT A BIG PICTURE APPROACH TO WEALTH MANAGEMENT?

WE’LL GUIDE YOU EVERY STEP OF THE WAY

Meet John Smallwood

Helping Build Confidence In Your Wealth Strategy

To become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, aspirants must pass a rigorous exam administered by the Certified Financial Planner Board of Standards about the specifics of personal finance. CFP®s are required to complete continuing education on financial matters and ethics classes to maintain their designation. In other words, those with the CFP® credential can give you sound financial advice.

Senior CFP® John Smallwood helps you build confidence in your wealth strategy, improve your financial habits, and decrease risk. John is President of Smallwood Wealth Management and affiliated companies, providing investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals.

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John Smallwood

Speaking Engagements

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It's your wealth keep it book cover

It’s Your Wealth—Keep it

The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth

In It’s Your Wealth—Keep It, readers will learn how wealth management is designed to help you grow, safeguard, and keep your wealth. Instead of focusing on one kind of investment, readers learn how to look at the variables and how changing one or more of those variables can have on their wealth management plan. Part of that strategy is understanding how to minimize the impact of market volatility on your wealth.

Everyone’s financial situation is different, and everyone’s financial plan should also be different. Smallwood’s book takes a deep dive into existing plans to help readers learn how to create their own financial work of art by evaluating past and current circumstances, then chiseling away what doesn’t work.

Check out John L Smallwood’s book It’s Your Wealth—Keep It, and purchase your copy today!

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WEALTH CURVE QUIZ

Take the Wealth Curve Quiz to discover what direction your Wealth Curve is trending and what steps you need to take with your financial plan.

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