John L. Smallwood, CFP® Senior Wealth Advisor is President of Smallwood Wealth Management and affiliated companies, providing investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process.
John’s objective is to provide a process of repositioning assets to help decrease risk, decrease taxation, and increase protection through a coordinated long-term approach to wealth creation and preservation. His dedication to his clients’ growth encompasses an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
John and his wife, Sharon, reside in Rumson, New Jersey, with their children, Jack, Jared, Christopher, and Eve. Jack graduated from the University of Pennsylvania in 2018, Jared attends the Gabelli School of Business at Fordham University, and Chris attends Syracuse University at the Whitman School of Management.