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Our Approach

If only someone could simplify this for me

Do you find yourself asking any of these big decision questions? Realizing the need to take greater control over your financial life is the first step to achieving your goals.

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We help answer these big questions

Through our services beyond just wealth management, let us help you address the big questions you have, so that your financial future is protected and cared for. At Small World Wealth Management, we take pride in offering expertise on a broad range of services that results in a more personal, seamless experience.

When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.

We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we’ll let you know upfront about that, too.

Under this fee structure, your advisor will act as a fiduciary, so they have a legal and moral responsibility to place your interests first. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.

Reach your new level of financial confidence

We approach financial planning differently. Not only can we help you grow your money, but also help protect everything you’ve worked so hard for—so your finances can take you further.

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The planning process consists of four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

  • Protection strategies
  • Wealth accumulation
  • Managing tax strategies
  • Optimizing retirement
  • Leaving a legacy
  • Charitable planning