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

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
Challenger disaster was *the* traumatic moment of Gen X's childhood. https://t.co/CwGiartLsA Read Tweet
27 May
Lindsay Bourkoff
In the middle of a pandemic, preventing gaps in coverage is likely top of mind. For some, obtaining health insuranc… https://t.co/aF1ZwzQvVO Read Tweet
07 May