Small World Wealth Management welcomed Jacquelyn McCaw as an Associate Private Wealth Advisor.
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Welcome to the Team, Jacquelyn! We’re excited to welcome Jacquelyn McCaw to Small World Wealth Management as an Associate Private Wealth Advisor! With more than four yea…
Company
Small World Wealth Management
"To care for and protect loved ones now and for generations to come"
- Industry
- Financial Services
- Location
- Fort Myers, US
- Company size
- 11–50 employees
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
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