Creating Strong

Partnerships with Our Clients

for More Than 20 Years

Building Long-Term Wealth with a

Disciplined Investment Approach

Providing Families and Foundations with

Since 1998

Objective, Independent Advice

SWM Insights Blog

In the Media // Lindsay Bourkoff Featured Writer in Financial Planning Magazine’s “Selfie” Column // August 11, 2017

In the Media // Featured in The Wall Street Journal, Lindsay Bourkoff Develops a Game Plan for How to Save for Retirement and Pay Off Debts // June 12, 2016

In the Media // Lindsay Bourkoff and Zach Shrier Interviewed by The Wall Street Journal on College Savings Plans // October 4, 2015

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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.

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.