Partnerships with Our Clients
for More Than 15 Years
Building Long-Term Wealth with a
Disciplined Investment Approach
Providing Families and Foundations with
Objective, Independent Advice
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.
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.
On the day of the Nasdaq peak in 2000 (3-10-00), Berkshire Hathaway traded as low as $40,800. Today it touched $30… https://t.co/hUmKHQvxSj Read Tweet
Solid advice from Wealth Adviser @zshrier about saving for college and maintaining flexibility in today's @wsj… https://t.co/LjNjTorEAA Read Tweet