Small World Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
2515 South Rd Ste 201, Poughkeepsie, New...Phone Number
(845) 224-0015Revenue
<$5 MillionIndustry
About Small World Wealth Management
Small World Wealth Management, based in Poughkeepsie, NY, is an office of Northwestern Mutual that specializes in developing custom financial strategies for clients. The firm aims to help individuals achieve their financial goals through personalized planning and prioritization of aspirations. Their services include investment advisory, life insurance, and long-term care insurance, catering to a diverse clientele seeking financial security. With a team of experienced advisors, they focus on creating a solid financial blueprint to ensure a prosperous future for their clients.Explore more
Small World Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Small World Wealth Manage...
<$5M
11-50
Private
-
1992
TO
Tricia O'MalleyPresident & Chief Operating Officer
Small World Wealth Management Tech Stack
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Small World Wealth Management, based in Poughkeepsie, NY, is an office of Northwestern Mutual that specializes in developing custom financial strategies for clients. The firm aims to help individuals achieve their financial goals through personalized planning and prioritization of aspirations. Their services include investment advisory, life insura... Read More
