Small World Wealth Management

Small World Wealth Management "Protecting your Family Now and For Generations to Come" - Joe Small

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Welcome to the Team, Jacquelyn!We’re excited to welcome Jacquelyn McCaw to Small World Wealth Management as an Associate...
09/01/2026

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 years of experience in financial services, Jacquelyn brings a thoughtful, detail-oriented approach to financial planning and client relationship management. She is passionate about helping clients navigate the many moving pieces of their financial lives and building strategies around what matters most to them.

A Florida native now based in Naples, Jacquelyn is also passionate about giving back to her community through her work as a Board Member of the Bonita Springs Assistance Office.

Outside of work, she enjoys time with her beagle, Aero, experimenting with new recipes, spending time with friends and family, and writing poetry.

Welcome to Small World, Jacquelyn! We’re thrilled to have you on the team. 🌎

BFG Happy Hour, Cape Coral edition. 🍹Thursday afternoon, Joe and Tricia Small opened their home to a select group of U5 ...
08/31/2026

BFG Happy Hour, Cape Coral edition. 🍹

Thursday afternoon, Joe and Tricia Small opened their home to a select group of U5 and Career Advisors for an afternoon that had nothing to do with production numbers and everything to do with connection.

Great stories. Good drinks. Even better company.

This is the part of the job that doesn't show up on a scoreboard — mentorship, generosity, and a team that genuinely likes spending time together. Thank you, Joe and Tricia, for hosting in style.

If you're a business owner, have you thought about what happens to your company when you're ready to step away — or if t...
08/28/2026

If you're a business owner, have you thought about what happens to your company when you're ready to step away — or if the unexpected happens sooner?

Business succession planning isn't just for retirement. It's about protecting what you've built, your team, and your family's financial future no matter what comes next.

Scott H. Petersen, CRPS®, CRPC®, AWMA®, AAMS®, WMCP®
Associate Private Wealth Advisor
📱 (412) 600-1568

Welcome, Araea!We’re excited to welcome Araea Minnow to Small World Wealth Management as our new Director of Business De...
08/24/2026

Welcome, Araea!

We’re excited to welcome Araea Minnow to Small World Wealth Management as our new Director of Business Development for Strategic Growth!

Araea brings a strong background in talent acquisition, business development, and strategic partnerships, with a passion for building meaningful relationships and creating opportunities for growth. In her new role, she will help Small World expand its reach by connecting talented Financial Advisors with opportunities to build rewarding, purpose-driven careers while strengthening the relationships that drive our firm forward.

Her collaborative approach, commitment to excellence, and belief that trust and personalized guidance are the foundation of long-term success make her a tremendous addition to the Small World team. We’re excited to see the impact Araea will make as we continue growing our team, expanding our opportunities, and helping more people build successful futures.

Welcome to Small World, Araea! We’re thrilled to have you on the team.

This week, we're proud to spotlight Ryan Reeves.Ryan has been with Small World Wealth Management for 3.5 years, followin...
08/21/2026

This week, we're proud to spotlight Ryan Reeves.

Ryan has been with Small World Wealth Management for 3.5 years, following 14 years with Northwestern Mutual. He began his career as a Recruiter and progressed through a variety of leadership roles, becoming a Managing Director in 2020 and leading his office to Top 20 national recognition for three consecutive years. Today, he continues that same drive at Small World, helping lead growth and deliver exceptional experiences for our clients.

Here's what being part of Small World means to Ryan:
"To me, Small World represents both family and growth. Some of my most meaningful professional relationships and mentorships have been developed here. The firm provides a strong foundation that enables me to do my best work for clients, and its values closely align with my own. It has been rewarding to witness Small World evolve from a small team practice into the respected and successful firm it is today through the dedication of our staff and partners. I am blessed to have the relationships I have here."

Outside the office, Ryan is a passionate motorsports fan, especially Formula 1 and sports car racing. He's drawn to the teamwork and precision it takes to succeed—from drivers to engineers, mechanics, and support staff—and appreciates both the strategy and performance side of the sport. But above all, spending time with his family is his highest priority.

We're grateful for Ryan's leadership, dedication, and the impact he continues to make every day.

Tax season may be behind us, but smart business income tax planning is a year-round conversation.From entity structure t...
08/18/2026

Tax season may be behind us, but smart business income tax planning is a year-round conversation.

From entity structure to timing income and expenses, small adjustments now can make a real difference when next April rolls around.

Need help getting your business tax strategy in shape? Contact Anthony Ratcliff, Associate Private Wealth Advisor, at (845) 705-4822.

Investing in the next generation.Our Founder & CEO, Joe Small, had the pleasure of leading a training session for young ...
08/14/2026

Investing in the next generation.

Our Founder & CEO, Joe Small, had the pleasure of leading a training session for young Advisors at our Fort Myers office.

We’re proud to support Advisors as they grow, learn, and build their careers in financial planning.

A special thank you to Jesse Bouchard for allowing us to be part of his Advisors’ journey into the profession.

The future of our industry starts with developing great Advisors today.

Running a business means a lot of moving parts — and risk management is one that's easy to put off.Things like planning ...
08/13/2026

Running a business means a lot of moving parts — and risk management is one that's easy to put off.

Things like planning for the loss of a key employee, protecting a business partnership, or just knowing where your gaps are can make a big difference down the road.

Business owners: when's the last time you looked at your risk plan?

Tim Ninowski, CFP®, CLU®, RICP®, helps business owners spot these gaps early and put a plan in place. Reach out to start the conversation.

📱 (312) 735-3455

Please join us in welcoming Lorenzo Pusateri to Small World Wealth Management as our Director of Business Development – ...
08/10/2026

Please join us in welcoming Lorenzo Pusateri to Small World Wealth Management as our Director of Business Development – Retirement Plans.

Lorenzo brings a passion for helping advisors and business owners build retirement plan strategies that support organizational goals while creating meaningful outcomes for employees. His collaborative approach, combined with his ability to simplify complex retirement plan concepts, makes him a valuable resource for both advisors and clients.

He believes the best retirement plan decisions are made through education, partnership, and a clear understanding of each client's unique objectives. By providing practical guidance and tailored solutions, Lorenzo is committed to helping advisors navigate retirement plan conversations with confidence.

Lorenzo holds his FINRA Series 6 and Series 63 licenses and is a Chartered Retirement Plans Specialist (CRPS). Originally from Connecticut, he recently relocated to Central Florida with his wife, Payton, and their three young sons. Outside of work, he enjoys spending time with his family, golfing, traveling, staying active, and exploring the outdoors.

We're excited to have Lorenzo join the Small World team and look forward to the experience, leadership, and dedication he'll bring to our advisors and clients.

Welcome to the team, Lorenzo!

Please join us in welcoming Lew Elliott to Small World Wealth Management as our Trading Operations Associate.Lew joins o...
08/10/2026

Please join us in welcoming Lew Elliott to Small World Wealth Management as our Trading Operations Associate.

Lew joins our team with a diverse background in financial services, investment operations, and client relationship management. After beginning his career as a Financial Advisor and later transitioning into investment operations, he developed a strong foundation in portfolio management, operational excellence, and delivering a seamless client experience.

Before entering the financial services industry, Lew spent seven years in executive recruiting within the medical device, pharmaceutical, and life sciences industries. That experience strengthened his relationship-first approach—one built on trust, communication, and a genuine commitment to helping others succeed.

Originally from Massachusetts' South Shore, Lew recently returned to New England with his wife, Olivia, after spending the last decade in San Diego. Now closer to family, they're excited to begin their next chapter together.

When he's not in the office, you'll likely find Lew hiking, working out, or enjoying a round of golf.

We're excited to have Lew on the Small World team and look forward to the impact he'll make as we continue serving our clients with excellence.

Welcome to the team, Lew!

Address

787 Sergeant Palmateer Way
Wappingers Falls, NY
12590

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18452240015

Website

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