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"Financial success doesn’t happen by chance. It has much more to do with choice. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow."

— Joe Small
Founder, CEO

Expertise: Our History

Small World Wealth Management was founded by Wealth Management Advisor Joseph Small. He started his work with Northwestern Mutual in 1992 and has grown from a single representative to a robust team of professionals. Several team members have worked together for 10 or more years and have developed incredibly deep knowledge and expertise in their specific areas. The binding force behind the team is the true dedication to personal client care and holistic planning with an easy-to-understand approach. Each team member is empowered and motivated to provide the best personal experience possible for each client.

Today, Small World continues to grow exponentially. We are members of Northwestern Mutual’s Private Client Group, are Forum Producers, and have an extensive team of several full-time representatives, insurance specialist(s), a dedicated investment team and a full staff of support personnel. Our future goals are to not only continue to prioritize & nurture existing client relationships but create a larger geographical footprint through strategic partnerships.

Throughout our team’s 29-year history, one thing has remained consistent. That is our devotion to our clients. Once you become part of the Small World Wealth Management “family”, your goals are our goals. We are proud to offer personalized service, quick turnaround times, expert knowledge, exclusive client events, and simply; a team who is invested in YOU. We invite you to learn about our practice, reach out to an advisor or support staff member, and learn about us as we help you reach your highest potential & leave a lasting legacy.

Small World Wealth Management's Core Values graphic