Creating Strong

Partnerships with Our Clients

for More Than 15 Years

Building Long-Term Wealth with a

Disciplined Investment Approach

Providing Families and Foundations with

Since 1998

Objective, Independent Advice

Invest with Shrier Wealth Management

Our goal is to improve our clients' financial position over time. We manage our clients' assets with an investment discipline that is rooted in time-tested, value-based principles.

Safeguarding Client Assets

The security of our clients’ assets is our highest priority. That is why we have chosen to work with LPL Financial, one of the Nation’s leading financial services companies.

Recognized by Barron's

For four consecutive years, Shrier Wealth Management has been among the top financial advisors selected to attend the Barron’s Top Independent Advisors Summit. We are proud to be among a group of industry leaders focused on sound wealth management strategies utilized to advance our clients' goals.

Latest Tweets

Zachary Shrier
Until about 100 years ago, when a great singer died, her art would be lost to the world forever. Grateful today fo… https://t.co/MhgqL5zCG7 Read Tweet
16 Aug
Lindsay Bourkoff
Every day, 10,000 people turn 65. And yet the supply of caregivers is shrinking. https://t.co/BU8y2w2nx0 Read Tweet
21 Jul