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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

Small World Wealth Management

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Wappingers Falls, NY
Small World Wealth Management

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

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10/16/2026

TEAM MEMBER SPOTLIGHT: Kyle Cunningham, RICP®, WMCP®

Meet Kyle Cunningham, Private Wealth Advisor at Small World Wealth Management!

Since joining Small World in August 2024, Kyle has brought years of industry experience and a passion for helping clients build long-term financial security.

Kyle began his career with Northwestern Mutual just two weeks after graduating college in 2009. As he puts it, “I know no other business like this one!”

For Kyle, being part of Small World means working alongside an exceptional team with support across every area of the business. He’s grateful to collaborate with colleagues who share a commitment to creating value and helping clients achieve lasting financial security.

And when it comes to a fun fact, Kyle kept it simple: “I love you all.” A little appreciation goes a long way!

We’re grateful to have Kyle as part of the Small World team!

10/15/2026

Your Emergency Fund: Ready, Reachable, and Right-Sized 💡

Unexpected costs rarely come with a warning. A quick check-in on your emergency fund can bring real peace of mind.

✅ Ready: Is it there when you need it?
✅ Reachable: Can you access it easily?
✅ Right-sized: Does it still fit your life today?

Open enrollment is a great time to take a fresh look at your safety net.

Beth S. Feldman, CFP®
Associate Private Wealth Advisor
Office: (212) 812-0537

10/09/2026

Sip, Paint & Connect 🎨🍷

Yesterday our NY based team & even some farther gathered at Pinot’s Palette in Fishkill, NY for an evening of painting, w**e, and learning from a professional artist. It wasn’t just about the painting. It was about connection.

As a virtual-first team, time together in person means a lot. Thank you to every team member who showed up, especially those who traveled a long way to be there.

A special thank you to our fund-family partners, Guggenheim and JPMorgan, for making this event possible, and to Tom Waldron of Guggenheim and Connor Fitzgerald of JPMorgan for joining us. Thank you as well to Pinot’s Palette for hosting us and guiding us through a fun night.

Now for the fun part: clients visiting our Wappingers Falls, NY office will be able to vote for their favorite piece created by our team. The winning artist will be recognized at our Annual Team Dinner in January! 🏆

10/08/2026

Open enrollment only comes around once a year, so it's worth a few minutes to make sure your benefits still fit your life.

Has anything changed since you last picked your coverage? Is your life and disability insurance enough to protect your household?

Kyle Cunningham, RICP®, WMCP®
Private Wealth Advisor
Office (215) 981-1868

10/02/2026

Team Member Spotlight

Meet Scott Mete, Financial Representative Assistant at Small World Wealth Management!

Scott has built an impressive career around serving clients and supporting advisors. His professional journey began in restaurant management before transitioning into financial services in 1995 with another wealth management company. Over the years, he worked in operations before moving into an Advisor Client Relationship role, later continuing his experience with Wells Fargo and ultimately joining Small World in 2018.

Now, more than 8 years into his journey with Small World, Scott says what stands out most is the team itself:
“Part of a team that has been unmatched.”

That team-first mindset is a big part of what makes Scott such a valuable member of Small World. His years of experience, client-focused approach, and commitment to supporting those around him play an important role in the work we do every day.

Outside of work, Scott enjoys cooking, playing pickleball, exercising, and traveling with friends and family — a pretty great combination of hobbies!

Scott demonstrates our core mission to ‘care for and protect loved ones now and for generations to come’ with enthusiasm, passion and commitment. 🌎

10/01/2026

Most financial plans focus on growth: saving, investing, building toward something. Insurance rarely gets the spotlight, but it's what keeps all of that intact when the unexpected shows up.

For many people, their ability to earn an income is the most valuable thing they have. What would it take to protect it? Who depends on it today? And does your current coverage fit into the bigger picture, or is it sitting off to the side?

Insurance planning is about making sure the rest of your plan has something solid to stand on.

Ryan Y. Reeves
Associate Private Wealth Advisor
Office (845) 244-8628

09/29/2026

What a day on the course! ⛳

We were proud to sponsor the JFS Orange Inaugural 2026 Golf Outing yesterday at Town of Wallkill Golf Club, and even prouder to have Connor Freeman, Jake Marandi, and Quin Griffiths out there representing our team.

A big shoutout to Connor for winning the Longest Drive competition with a 280+ yard drive! 🏌️‍♂️

Thank you to JFS Orange, Town of Wallkill Golf Club, and Robert Schoenberg for organizing such a great event for a meaningful cause.

We're already looking forward to next year.

09/25/2026

At Small World, we provide exclusive access for our top clients to our own Chief Investment Officer, Steve Lynch, and, on occasion, an industry expert who can bring an outside perspective to the conversation.

This quarter, we were especially grateful to welcome Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights at Invesco, who joined us to share his perspective on the markets, current conditions, and the trends shaping the investment landscape.

Alongside Steve and our investment team, Brian gave our clients a unique opportunity to hear directly from a leading voice in the industry and gain additional perspective beyond our usual quarterly discussion.

We’re incredibly grateful to Brian and the Invesco team for joining us!

09/24/2026

You've spent a lifetime building something meaningful. Estate tax planning helps make sure more of it reaches the people and causes you care about most.

It's worth a look even if you don't think estate taxes apply to you. Tax laws change, some states have their own estate taxes, and a thoughtful plan today can make a real difference for your family tomorrow.

Josh Weinerman, Private Wealth Advisor, helps families plan ahead with clarity and confidence.
📱 Reach Josh directly: (845) 797-5343

09/18/2026

Something new is happening at Small World. 🎥

https://www.youtube.com/

Our YouTube channel is officially live — and over the next two months, we’re giving you an inside look at the people, ideas, and experiences that have shaped Small World Wealth Management.

This series goes beyond what we do. It explores who we are, where we came from, how we think, and what drives us forward.
Over the coming weeks, you’ll get a closer look at:

🎙️ Joe Small & the Journey Behind Small World
Hear directly from our CEO & Founder about the experiences, vision, and values that helped build the firm.

🌎 The Evolution of Small World
Go behind the scenes to learn how our team and organization have grown — and what has remained at the center of it all.

📈 Inside Our Investing Philosophy
Take a closer look at the principles, perspective, and discipline that guide our approach to investing.

Throughout the series, you’ll hear directly from Joe Small, Tricia Small, and Steve Lynch, each bringing their own perspective to the conversations that define our firm.

Real people. Real perspectives. A closer look at Small World.

We’ve already released the first few videos, with plenty more to come over the next two months.

Follow along on YouTube and get to know the people behind Small World Wealth Management.

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

http://www.smallworldwealthmanagement.nm.com/

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