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Dan Shapiro
World Investment Advisors provides comprehensive wealth management solutions, including personalized financial planning, portfolio design, investment...
Overview
World Investment Advisors provides comprehensive wealth management solutions, including personalized financial planning, portfolio design, investment strategy, tax and estate planning, customized retirement plan design and administration, and private client services. Managing Director Dan Shapiro focuses on retirement services for micro and small-plan employers and employees, emphasizing fiduciary best practices, clear communication, and tailored strategies to improve outcomes and mitigate risks. The firm serves businesses, professionals, and their employees.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Seattle
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