Creating Strong
Partnerships with Our Clients
for More Than 15 Years
Building Long-Term Wealth with a
Disciplined Investment Approach
Providing Families and Foundations with
Since 1998
Objective, Independent Advice
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
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
Insane but true: in the year 1529, the measles came to Cuba. Two-thirds of the island's population *died* of the di… https://t.co/AkfzkUcdfD Read Tweet
17 Apr
My financial planning hero is @MichaelKitces and so I'm especially grateful to be a guest blogger today on the indi… https://t.co/SNBrjp0H6S Read Tweet
19 Dec