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Advice. Beyond investing

The Livaccari Shapiro Wealth Management Group

Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocates, we can provide you with advice that is tailored to your unique circumstances and priorities. We'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.

Investment Insights


The Livaccari Shapiro Wealth Management Group

299 Park Avenue
8th, 11th + 26th Floors,
New York, NY 10171
212-821-2700 ext. 2729
855-260-9440 fax
contact us get directions

Kenneth J. Shapiro
Vice President Wealth Management
Thomas Livaccari
Vice President Wealth Management
Daniel F. Barrett
Financial Advisor
Adam Stone
Client Service Associate
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