New York, NY
Your Vision. Our Process.
We believe financial advice is about more than just having a plan. It's about having the right plan for you.
OFFICE LOCATIONS
New York, NY
1700 Broadway
New York, NY, 10019
646-844-3066| fri | 8:00 AM - 6:00 PM |
| sat | Closed |
| sun | Closed |
| mon | 8:00 AM - 6:00 PM |
| tue | 8:00 AM - 6:00 PM |
| wed | 8:00 AM - 6:00 PM |
| thu | 8:00 AM - 6:00 PM |
MEET THE TEAM
Robert Scherzer, AIF®
Managing Director
Sergio Sardera, AIF®, CPFA®
Vice President, Client Services
Bryan H. Leu, CPFA®
Senior Relationship Manager
Conor Ussery, CFA®, AIF®
Vice President, Investments
Connor Scherzer
Consultant
About World
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Wealth Planning & Investment Management
Personalized financial planning, portfolio design, investment strategy, and performance management.
Tax & Estate Planning
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Retirement Plan Solutions
Customized retirement plan design, administration, and participant education.
Business Protection & Benefits
Personalized financial planning, portfolio design, investment strategy, and performance management.
Private Client Services
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.