Partnerships with Our Clients
for More Than 20 Years
Building Long-Term Wealth with a
Disciplined Investment Approach
Providing Families and Foundations with
Objective, Independent Advice
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.
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.
Go back and look at the week that the market re-opened after 9/11. Huge 1-week correction. We bottomed mid-day o… https://t.co/pF7AkUEs68 Read Tweet
Age is just a number, especially if you’re thinking about getting a mortgage. Here’s what you need to know if you a… https://t.co/M6nKnztw0w Read Tweet