Skip to content

We rebranded! Pensionmark is now World Investment Advisors! Learn more here.

SMARTMap Financial Wellness
Cota St. Investment Management
BrokerCheck

Who We Are
How We Help
Resources
- Individual Investors
- Employers
Contact
Logins

Home
Wealth Management
estate planning

Wealth Management

Resources

estate planning

Categories

Education Planning
Estate Planning
Retirement Planning

Introduction to Estate Planning

Estate Planning

What is estate planning? Simply stated, estate planning is a method for determin...

Read More

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Let’s Talk

Who We Are

Our Story
Management Team
Find An Advisor
In The News
Careers

How We Help

Employers
Individuals
Advisors

Resources

Blog
SMARTMap Financial Wellness
Cota St. Investment Management
World Investment Advisors Form ADV3/CRS
Pensionmark Securities Form CRS

Contact

888-201-5488

© 2024 World Investment Advisors, LLC
Important Disclosures
BrokerCheck

Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.