John L. Smallwood, CFP®, is the President and Senior Wealth Advisor of Smallwood Wealth Management, with over 30 years of experience in the financial industry. He is a recognized thought leader and entrepreneur dedicated to helping clients achieve financial confidence through the Wealth Curve Blueprint™, a holistic approach to investment consulting and financial planning. John focuses on mitigating financial risk, reducing tax liabilities and fostering long-term wealth growth and legacy planning.
An accomplished author and innovator, John has published 5 Ways Your Wealth Is Under Attack and the Amazon best-seller It’s Your Wealth—Keep It. He is also a nine-year recipient of the Five StarSM Wealth Manager Award.
John lives in Red Bank, N.J., with his wife, Sharon. Together, they raised four children, including Christopher, who joined the firm after graduating from Syracuse University. In his free time, John enjoys boating, fishing, skiing and participating in local 5K races.
Email: johnl@smallwoodwealth.com | Website: www.smallwoodassociates.com | Instagram: @smallwoodwealth
Facebook: www.facebook.com/SmallwoodWealthManagement | LinkedIn: www.linkedin.com/company/smallwood-wealth-management
YouTube: www.youtube.com/@moneyisnt
