John L. Smallwood

JOHN L. SMALLWOOD is president of Smallwood Wealth Management and affiliated companies. A Certified Financial Planner, John provides investment consulting and financial plan design using a macro view of wealth creation and preservation to maximize the efficiency of every dollar. Through the Wealth Curve process that John created, he helps reposition assets to reduce taxes, risk, and fees and costs; increase savings rate and retirement income; put more benefits and protection around your wealth...See more

JOHN L. SMALLWOOD is president of Smallwood Wealth Management and affiliated companies. A Certified Financial Planner, John provides investment consulting and financial plan design using a macro view of wealth creation and preservation to maximize the efficiency of every dollar. Through the Wealth Curve process that John created, he helps reposition assets to reduce taxes, risk, and fees and costs; increase savings rate and retirement income; put more benefits and protection around your wealth; and pass more money on to your family. John is the recipient of the Five Star Wealth Manager Award and author of 5 Ways Your Wealth Is Under Attack. See less