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Creating Strong

Partnerships with Our Clients

for More Than 15 Years

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Building Long-Term Wealth with a

Disciplined Investment Approach

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Providing Families and Foundations with

Since 1998

Objective, Independent Advice

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SWM Insights

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, the Nation’s largest independent Broker Dealer.

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.

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Zachary Shrier
That time when your finance minister resorted to clickbait. https://t.co/VwnW69MZCe Read Tweet
02 Jul
Lindsay Bourkoff
"@PeteThePlanner: The persistent expansion of lifestyle is what makes retirement so difficult." Read Tweet
16 Jun