PROFESSIONAL PROFILE
Edward Bao Jr
www.smallwoodwealth.com
Professional Approach
Edward Bao, Jr. is a Senior Wealth Advisor at Smallwood Wealth Management. Ed specializes in creating financial plans to help reduce risks and act as your macro-manager. By taking a holistic approach to how decisions are made in the plan, he can better understand the ripple effect these decisions have on other parts of the plan. His overall objective is to try to produce a more predictable outcome before and during retirement. He understands the many complexities everyone faces and works with a wide array of individuals, including medical professionals, small business owners, and Wall Street executives, to attain a complete understanding of their financial and personal needs to help overcome the factors that produce pressure on their wealth. His objective is to provide his clients a process of repositioning assets to help decrease risk and to have a more versatile plan.
Due to his years of experience, clients trust Ed and feel comfortable going to him with questions and for reassurance. He prides himself in creating top-to-bottom comprehensive plans for each individual client.
WHY SMALLWOOD
Our clients choose Smallwood Wealth because they have reached a level of financial success that they know they need assistance in managing. They want a big picture approach to wealth management, looking at all the aspects of their plan.
OUR JOB
Current financial circumstances are unique to each individual. Our collaborative approach organizes your financial assets and strategy to help you make sense of what you own; and more importantly, how financial pressure can impact your wealth and its potential.
THE GOAL
Our goal is to help you develop financial strategies that attempt to reduce risk and taxes, accumulate more wealth, enhance retirement income, and pass more assets on to your family. Our focus is completely on you and your financial goals.