Small Wealth Management

Get to know our summer interns! ☀️ We’ve already had such a great time with this group, and we’re excited to spend the rest of the summer with them at Small Wealth Management.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

We’re halfway through the year, which makes this a great time for a quick mid-year financial check-in! 📈

Here are a few things worth reviewing:
• Retirement contributions
• Emergency savings
• Investment allocations
• Tax withholding
• Spending habits and financial goals

Even a few small adjustments now can help you feel more prepared and confident heading into the rest of the year! 😁 Get started here: bit.ly/41L41y9

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Volunteering is something we truly value at Small Wealth Management.

Whether we’re serving, packing, organizing, or lending a hand, we’re grateful for opportunities to support the communities we call home. 💙

Congratulations to Caleb Stokes on becoming Small Wealth Management's newest Financial Advisor! 👏

This milestone didn't happen overnight. Caleb has put in countless hours of studying, passed multiple licensing exams, and worked hard to build the knowledge and experience needed to reach this point.

We're proud of the dedication and perseverance he's shown throughout the process, and we're excited to see him continue serving clients in this new role.

Please join us in congratulating Caleb on this incredible achievement in his career!

Tara goes above and beyond for all of her clients every day, and this recognition reflects that. We are so proud to celebrate her!

Tara Cobb - Little Rock Soirée Tara Cobb is a financial advisor with Small Wealth Management, Ameriprise Financial Services and is in the 2026 Soirée Women to Watch class.

This month, we’re celebrating Joey and his 27-year anniversary with Small Wealth Management! 🎉

For nearly three decades, Joey has been dedicated to serving clients, building relationships, and helping grow the team and culture that make Small what it is today.

Congratulations on 27 years, Joey!

Estate planning is one of those things many people know they should do, but often put off.

Ryan and Tara discuss why it matters on Arkansas Style. Watch now!

Importance of estate planning Estate planning is something many people know they should do, but it often gets pushed further and further down the listand the reality is, having a plan in place isn’t just about wealth & #82…

Summer trips and vacations are some of the best memories we make, but they can also add up quickly. A little planning ahead can help you enjoy some fun in the sun without stressing about the spending later ☀️

Want to feel more confident about your financial plan this summer? Let’s start the conversation: bit.ly/41L41y9