SMALLWOOD WEALTH MANAGEMENT

Overview

Smallwood Wealth Management is an independent RIA that positions itself as a fee-based advisor to individuals, families and small-business clients. The firm leans into equities — particularly exchange-traded products — as the primary building blocks of client portfolios, using broad-market ETFs for core exposure and individual stocks for tactical or concentrated positions. Their advisory work centers on financial planning and discretionary portfolio management, delivered under a mix of percentage-of-AUM and fixed-fee billing. The firm does not present itself as an ESG-focused or multi-state adviser and does not act as a capital allocator to external private fund managers in its own right.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices