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- About UsFamily owned since 1998
- About Us
OVERVIEW
Our goal is to improve our clients’ financial position over time. We pride ourselves on our outstanding service and objective advice. Committed to integrity and long-lasting client relationships, we align ourselves with our clients and invest side by side with them We are backed by the largest independent broker-dealer in the United States, LPL Financial*, which custodies client assets and allows us to provide our clients with world-class investing solutions without the use of any proprietary products.*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
- Investment Expertise
- About Us
- Serving Our ClientsInvesting for you and your future
- Investing For YouWhether we are researching new investment opportunities, closely monitoring current positions or keeping a watchful eye on developing risks in global markets, your portfolio is our top priority. Our team is focused on managing your assets, so you can focus on what you love to do.
Over many decades, we have developed a time-tested investment strategy. Here are its hallmarks:
- High-Quality. The equity core of our portfolios is comprised of some of the most well-known global companies. We look for businesses with high and stable profit margins, high barriers to entry, strong balance sheets and well-recognized brands.
- Value Focused. We stay away from investment fads and seek out bargains where low expectations prevail.
- Risk-Management & Defensiveness. The mission of our firm is to not only grow portfolios, but to also protect and preserve wealth. We have a strong track record of being defensive for our clients during difficult markets and utilizing various strategies to attempt to moderate volatility.
- Opportunistic. We take advantage of distressed sellers wherever the opportunity presents itself to pursue enhanced returns. Rather than sticking with a rigid or stodgy formula, we will modify our clients’ allocation as conditions evolve and as new opportunities arise.
No strategy is guaranteed to achieve the desired outcome.
- Planning For Your FutureFor younger clients we help create a roadmap for retirement savings, develop strategies for saving and investing for college, and advise on the right account to maximize tax benefits such as Roth IRA or Individual 401(k)’s. For clients nearing retirement, we advise on options for collecting social security, assist with budgeting, and create a portfolio which converts their savings into a growing income stream which they can live on for many years. And for clients already retired, we manage investments focused on generating income and answer questions about how much to withdraw in order to make your money last, all while reaching your lifelong goals. We understand that each client situation is unique, and we will work with you to understand your particular question and provide you with a solution that is tailored to you and your family. If ever you seek expertise in other areas, we are always happy to refer you to our network of vetted professionals in other fields such as estate or insurance planning.
- Portfolio Income PlanningWhen clients reach retirement or need to start withdrawing from their portfolios, we have the expertise to help navigate the complex task of generating portfolio income. To this end, we:
- Structure an investment portfolio to create a growing income stream.
- Monitor the investment portfolio with careful consideration for clients’ level of risk tolerance and acceptance of volatility.
- Create a balanced portfolio that focuses on the total return potential – not simply on finding the highest yields available, which can involve significant risk and large losses in certain market environments
- Work with our clients to determine their income needs and ensure that their withdrawal rate is sustainable for a long period of time.
- Help our clients find the right balance between maintaining their current lifestyle and ensuring enough money is preserved for the future.
- Take advantage of weak markets to help clients grow their portfolios.
- Retirement Planning For Your BusinessWe understand the challenges that small and medium-sized businesses face in retaining top talent and wishing to offer professional benefits all while keeping costs down. At Shrier Wealth Management, we will work with you to choose the appropriate retirement savings plan for your company, assist in setting it up, and help you select appropriate investment options to offer to your employees. For company 401(k) plans and Profit Sharing Plans, we partner with a variety of specialized retirement custodians to ensure that employees’ statements, compliance and your fiduciary obligations are fulfilled. Whether you wish to offer a savings match or profit sharing to key employees, we have the expertise to help guide you through the process and simplify your life.
- SWM Insights Blog
- Investing For YouWhether we are researching new investment opportunities, closely monitoring current positions or keeping a watchful eye on developing risks in global markets, your portfolio is our top priority. Our team is focused on managing your assets, so you can focus on what you love to do.
Over many decades, we have developed a time-tested investment strategy. Here are its hallmarks:
- Our CommitmentA non-commissioned,
team approach - Our TeamWidely experienced professionals
- FAQFrequently Asked Questions