Company

Small World Wealth Management

Financial Services 10070 Daniels Interstate Ct 26 employees

Employees: 26
Contacts: 2
Emails: 2
Phones: 2

smallworldwealthmanagement.nm.com LinkedIn

Small World Wealth Management Overview

Headquarters: 10070 Daniels Interstate Ct
Website: smallworldwealthmanagement.nm.com
Industry: Financial Services
Employees: 26
Founded: 1992
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fort Myers

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 three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-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

Small World Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 2; 100.0% coverage

Small World Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ryan Reeves	Financial Services ♦ Private Wealth Management	Highland, New York, United States	Email Phone
Kyle Brownell	Director of Business Development and Communications at Small World Wealth Management	Fort Myers, Florida, United States	Email Phone