Small World Wealth Management

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

smallworldwealthmanagement.nm.com/disclosure
https://www.northwesternmutual.com/social-media-guidelines

Thank you to Invesco and Michael Kvam for your continued partnership and support of Small World. Earlier this month, our...
06/23/2026

Thank you to Invesco and Michael Kvam for your continued partnership and support of Small World. Earlier this month, our team based in the Chicago area, shared lunch and strengthened our relationship with Invesco learning more about their ETF strategies.

Joining us were Christopher Castillo, Daniel Juszko, Nate Kinzinger, Susan Lee, Timothy Ninowski, Patrick Peck and Andrea Williams.

Here's to continued growth, great conversations, and the relationships that drive everything we do. 🤝

06/21/2026

Happy Father's Day! 🤍

Behind every plan we build, every goal we chase, and every decision we make — there's a deeper reason.

Today we celebrate the fathers on the Small World team, and the fathers who shaped us into who we are. Your sacrifices, your guidance, and your love are the greatest investment anyone could ever make.

To all the dads, father figures, and role models who inspire us every day — we see you, and we're grateful for you.

Our people are our greatest investment.At Small World Wealth Management, we believe our talent is the foundation of ever...
06/18/2026

Our people are our greatest investment.

At Small World Wealth Management, we believe our talent is the foundation of everything we do. As we continue to grow, we're looking for an experienced Director of Talent to help us attract exceptional people, develop future leaders, and strengthen the culture that sets our firm apart.

If you're passionate about building high-performing teams and creating an environment where people thrive, we'd love to hear from you.
To learn more or apply, please contact Kristine Bargo at [email protected] directly.

When it comes to Social Security, timing is everything — and there's no one-size-fits-all answer. Claiming earlier or la...
06/18/2026

When it comes to Social Security, timing is everything — and there's no one-size-fits-all answer. Claiming earlier or later can have a lasting impact on your monthly benefit, and the decision touches on so many personal factors. We help families think through the full picture.

🌟 Reach out to Josh Weinerman, Private Wealth Advisor, to start the conversation.
📞 (845) 797-5343 | ✉️ [email protected]

June check-in: when did you last take a look at your 401(k)? Mid-year is a great reminder to make sure your contribution...
06/12/2026

June check-in: when did you last take a look at your 401(k)? Mid-year is a great reminder to make sure your contributions and employer match are working in your favor. It doesn't have to be complicated — we're here to help make it simple!

🌟 Connect with Kyle Cunningham RICP®, WMCP®, Private Wealth Advisor — he'd love to help. 📞 (215) 981-1868 | ✉️ [email protected]

34 years of dedication. Relationships. Leadership. Legacy.In 1992, Joe Small began his journey with Northwestern Mutual ...
06/10/2026

34 years of dedication. Relationships. Leadership. Legacy.

In 1992, Joe Small began his journey with Northwestern Mutual with one vision: helping individuals and families build stronger financial futures through trust, guidance, and meaningful relationships.

What started as one advisor with a passion for helping others has grown into Small World Wealth Management — a thriving team dedicated to protecting families now and for generations to come.

For more than three decades, Joe’s leadership, integrity, and commitment to personalized financial planning have remained at the heart of everything we do. His vision has helped shape not only our company, but the lives and futures of countless clients, families, and business owners along the way.

Today, we proudly celebrate Joe Small’s 34th anniversary with Northwestern Mutual and the continued growth of Small World Wealth Management.

Thank you to our clients, partners, friends, and family for being part of this incredible journey. The relationships built over the past 34 years are the foundation of everything we continue to strive for moving forward.

Here’s to the legacy created — and the generations still to come.

Did you know mid-year is a popular time for people to review their IRA options? A Roth conversion is one topic that ofte...
06/05/2026

Did you know mid-year is a popular time for people to review their IRA options? A Roth conversion is one topic that often comes up — and it looks different for everyone. If you have questions, we're always happy to chat!

🌟 Connect with Mike Guzman, our Private Wealth Advisor, anytime! 📞 (914) 299-0158 | ✉️ [email protected]

✨ Meet the newest member of our team! ✨ We're excited to welcome Elexis "Lexi" Dice to Small World Wealth Management as...
06/01/2026

✨ Meet the newest member of our team! ✨

We're excited to welcome Elexis "Lexi" Dice to Small World Wealth Management as our Client Service Representative.

Lexi brings a dedication to exceptional service, a keen eye for detail, and a genuine passion for helping clients navigate their financial journey. We're thrilled to have her on board and can't wait for you to get to know her.

Help us give Lexi a warm welcome! 👏💙

We're looking for a motivated, detail-driven professional to join our team as an NMIS Operations Associate. This role ...
05/29/2026

We're looking for a motivated, detail-driven professional to join our team as an NMIS Operations Associate.

This role sits at the heart of our Investment Operations division — spanning account openings, middle operations support, and daily advisory & brokerage service management. If you thrive in a fast-paced financial services environment and take pride in accuracy and operational excellence, we want to hear from you.

🎯 Key Requirements:
- Associate Financial Representative contract required
- Series 7 & 63 preferred - 3+ years in investment operations or financial services
- Strong attention to detail & ability to manage multiple priorities

Send your resume to Kristine Bargo, [email protected] to apply!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country.

Their courage and service will never be forgotten.

Address

787 Sergeant Palmateer Way
Wappingers Falls, NY
12590

Telephone

+18452240015

Website

Alerts

Be the first to know and let us send you an email when Small World Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Small World Wealth Management:

Shortcuts

Share

Category