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Smallwood Wealth Management Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Smallwood Wealth Management operates in the financial services sector, focusing on long-term wealth planning that aims to help clients live the lives they planned while preserving wealth for the future. It positions itself as a collaborative partner, guiding clients through a Wealth Curve process designed to minimize risk and taxes while growing wealth to support financial independence and a desired lifestyle.

Based in Red Bank, New Jersey, the firm serves individuals seeking sustained, goal-oriented financial planning. Securities are offered through Regulus Financial Group, LLC (FINRA/SIPC), while investment advisory services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered advisor, with the two entities operating independently.

Find Smallwood Wealth Management employees' phone numbers or email addresses

Smallwood Wealth Management Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Smallwood Wealth Management's Leadership

  • President, Owner & Senior Wealth Advisor at Smallwood Wealth Management
    J. L. S.
    President, Owner & Senior Wealth Advisor
    Mobile Phone
  • Marketing Director at Smallwood Wealth Management
    J. M.
    Marketing Director
    Mobile Phone
  • Senior Financial Advisor, Speaker at Smallwood Wealth Management
    T. K.
    Senior Financial Advisor, Speaker
    Mobile Phone
  • Wealth Advisor at Smallwood Wealth Management
    C. S.
    Wealth Advisor
    Mobile Phone
  • Wealth Advisor at Smallwood Wealth Management
    R. M.
    Wealth Advisor
    Mobile Phone
  • Business Operations & Strategy at Smallwood Wealth Management
    J. J. S.
    Business Operations & Strategy
    Mobile Phone
  • Client Services Representative at Smallwood Wealth Management
    C. N.
    Client Services Representative
    Mobile Phone
  • Investment Services Coordinator at Smallwood Wealth Management
    C. F.
    Investment Services Coordinator
    Mobile Phone

Smallwood Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Other
  • Community & Social Services

Contact profiles from Smallwood Wealth Management

Name
Title
Contact
Location
Last Update
  • President, Owner & Senior Wealth Advisor at Smallwood Wealth Management
    J. L. S.
    President, Owner & Senior Wealth Advisor
    Mobile Phone
    United States, New Jersey
    Jun 08, 2026
  • Marketing Director at Smallwood Wealth Management
    J. M.
    Marketing Director
    Mobile Phone
    United States, New Jersey
    Mar 11, 2026
  • Senior Financial Advisor, Speaker at Smallwood Wealth Management
    T. K.
    Senior Financial Advisor, Speaker
    Mobile Phone
    United States
    Feb 22, 2024
  • Wealth Advisor at Smallwood Wealth Management
    C. S.
    Wealth Advisor
    Mobile Phone
    United States, New Jersey
    May 28, 2026
  • Wealth Advisor at Smallwood Wealth Management
    R. M.
    Wealth Advisor
    Mobile Phone
    United States, New Jersey
    May 29, 2026
  • Business Operations & Strategy at Smallwood Wealth Management
    J. J. S.
    Business Operations & Strategy
    Mobile Phone
    United States, Mississippi
    Apr 21, 2026
  • Client Services Representative at Smallwood Wealth Management
    C. N.
    Client Services Representative
    Mobile Phone
    United States, New York
    Jun 02, 2026
  • Investment Services Coordinator at Smallwood Wealth Management
    C. F.
    Investment Services Coordinator
    Mobile Phone
    United States, New Jersey
    Jun 08, 2026
  • Client Service Representative at Smallwood Wealth Management
    A. L.
    Client Service Representative
    Mobile Phone
    United States, New Jersey
    Jun 25, 2026
  • Client Success Advocate at Smallwood Wealth Management
    A. A. M.
    Client Success Advocate
    Mobile Phone
    United States, New York
    Jun 25, 2026

Frequently Asked Questions

What is Smallwood Wealth Management known for?

Minus sign iconPlus sign iconSmallwood Wealth Management was founded in 1990 and operates in the Financial Services industry. Explore Smallwood Wealth Management's company overview page for more information.

What is Smallwood Wealth Management's most common email format?

Minus sign iconPlus sign iconSmallwood Wealth Management employees' email format typically follows the pattern of FLast@smallwoodwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Smallwood Wealth Management email formats with LeadIQ.

How many employees does Smallwood Wealth Management have currently?

Minus sign iconPlus sign iconSmallwood Wealth Management has approximately 13 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Smallwood Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Smallwood Wealth Management's key employees include:

  • President, Owner & Senior Wealth Advisor: J. L. S.
  • Marketing Director: J. M.
  • Senior Financial Advisor, Speaker: T. K.
  • Wealth Advisor: C. S.
  • Wealth Advisor: R. M.

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