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.

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Zachary Shrier
Put in $6,000/year starting at age 18. Earn 7% per year. Enjoy your $2.3mm retirement account at age 67. https://t.co/KOitA9mmX8 Read Tweet
20 Apr
Lindsay Bourkoff
The IRS has postponed the tax filing and payment deadline for individuals to May 17 from April 15 for 2020 tax retu… https://t.co/bKuTnpjcKJ Read Tweet
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