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®

Financial Advisor, RJFS

Read Bio

Kerra Brooks

Client Services Specialist

Read Bio

Brittany Kemper

Client Services Specialist

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

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

Latest Resources

  • mailbox-with-us-letter-inside

    4 Ideas for Investing Your Stimulus Check

    January 13, 2021

    Stimulus checks have begun to appear in the mailboxes and bank accounts

    Read More

  • doctor-meeting-with-patient

    9 Medicare Myths You’ll Want to Know

    January 6, 2021

    Medicare is a term that you likely hear often, especially if you’re

    Read More

  • typewriter-with-2020-on-paper

    The Lessons We Learned in 2020 and Looking Ahead to 2021

    December 30, 2020

    Southwestern Investment Group has had a fantastic year helping our clients move

    Read More

See More Resources