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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

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

Smallwood Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Smallwood Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. L. S.
    President, Owner & Senior Wealth Advisor
    Mobile Phone
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Marketing Director
    Mobile Phone
    United StatesNew Jersey
    Mar 11, 2026
  • Stylized image of a person
    T. K.
    Senior Financial Advisor, Speaker
    Mobile Phone
    United States
    Feb 22, 2024
  • Stylized image of a person
    C. S.
    Wealth Advisor
    Mobile Phone
    United StatesNew Jersey
    May 28, 2026
  • Stylized image of a person
    R. M.
    Wealth Advisor
    Mobile Phone
    United StatesNew Jersey
    May 29, 2026
  • Stylized image of a person
    J. J. S.
    Business Operations & Strategy
    Mobile Phone
    United StatesMississippi
    Apr 21, 2026
  • Stylized image of a person
    C. N.
    Client Services Representative
    Mobile Phone
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    C. F.
    Investment Services Coordinator
    Mobile Phone
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    A. L.
    Client Service Representative
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026
  • Stylized image of a person
    A. A. M.
    Client Success Advocate
    Mobile Phone
    United StatesNew 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 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 . 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 July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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