Building a Plan from Your Priorities

Being financially independent means having sufficient personal income to live, without needing to work actively for necessities. Our role is to help you arrive at the day when we both agree: You can now choose to work. It means a great deal to us to be part of this journey for our clients.

About Us

Shapiro Wealth Team

An important aspect of my practice is that we are independent advisors. This means that we are not obligated to sell any proprietary products and have the ability to choose from a wide variety of investment choices.

We always start our process with you, your priorities, and your questions; we build the plan and portfolio from there. In addition to investment management, we provide comprehensive investment and financial planning to help you effectively save for retirement or other large goals. We can also help you utilize tax planning strategies and transfer wealth.

Our process begins simply with a conversation, where we can begin to find out the details of your situation. We’ll discern your most important goals and concerns, and we’ll answer all your questions. You can reach out to us by phone or email to set up a complimentary consultation.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Meet the Team

Learn more about each of the dedicated members of the Eric Shapiro Wealth Team.

Eric Shapiro, CFP®

Vice President, SWIG

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Carlleen Sturdivant

Client Service Associate

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Chris Cotignola

Financial Advisor, SWIG

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Aaron johnson

Client Service Associate

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Contact Our Team

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Our Location

15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-884-7463

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