Introducing Smalley Investments, a wealth management firm with a personal touch.
We offer personalized portfolio management and financial planning to exceptional families & organizations.
Our approach
We only work with a handful of clients who value personalized attention and customized portfolios, including for qualified investors, private equity & hedged strategies.
While all of our clients have access to their financial plans and investments online, we prefer face-to-face meetings over espresso to catch up on the family, look at vacation photos, review the portfolio and discuss inspirations and dreams.
-
Portfolio management
-
Financial planning
-
Retirement plan provider
-
Risk management
Meet our team
-
Joe Smalley
Founder + Principal
-
Kendra Osowski
Managing Director, Retirement Plans
-
Ryan Balks
Managing Director, Financial Planning
-
Hannah Pollak
Office Manager
-
Chelsea Forr
Manager, Special Projects
“We came to Smalley Investments through a referral from a trusted friend. Joe and his team help us with our investments and planning, and also take care of our employees by managing our retirement plan. With one phone call, all of our financial matters are handled; it’s great peace of mind.”
— Matt Resch, Resch Strategies
This statement was provided by Matt Resch on June 1, 2023, who is a client of the firm. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
