Company intelligence
Small World Wealth Management
"To care for and protect loved ones now and for generations to come"
About Small World Wealth Management
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have six offices (NY, Del, IL, NJ, MD & Fla) with a team of 47 financial services professionals and are proud of our 34-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
Verified activity
Signals from Small World Wealth Management
3 published signals
People
Small World Wealth Management hired Jenn Trama as Team Leader of Insurance Operations.
Reported by Small World Wealth Management
People
Small World Wealth Management completed its Women's Leadership Program journey at Northwestern Mutual's home office almost a month ago.
Reported by Araea Minnow
People
Small World Wealth Management welcomed Jacquelyn McCaw as an Associate Private Wealth Advisor.
Reported by Small World Wealth Management