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.Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Eric J. Shapiro Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm