Shrier Wealth Management

Welcome to Shrier Wealth Management, a family-owned business since 1998. Our goal is to improve our clients' financial position over time, and 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.

Our Partnership with LPL Financial

We have partnered with LPL Financial, the country's largest independent broker-dealer for the past 17 years. LPL provides our team with world-class back office support including record keeping, custody of assets, production of statements, and cutting-edge technology platforms. With nearly $393 Billion invested and managed annually, LPL has deep expertise providing us with the tools to service your evolving needs. And, because of LPL's independence, they do not offer any proprietary products, enabling us to provide you with truly objective, conflict-free advice.

Investment Expertise

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 that is high-quality, value-focused, risk-management oriented, and opportunistic. We take a long-term approach to investment management, and our mission is to not only grow portfolios but to also protect and preserve wealth.

Safeguarding Client Assets

The security of our clients' assets is our highest priority. That is why we have chosen to work with 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. LPL keeps client funds in a separate account, distinct from the Firm's own money. Securities held by clients are kept securely with the Depository Trust Company, separate and distinct from the assets of LPL.

Our Commitment to You

At Shrier Wealth Management, we are committed to building long-lasting relationships with our clients, and we strive to provide exceptional service and objective advice to help you achieve your financial goals. We take pride in our independence and our ability to provide truly objective, conflict-free advice. Our goal is to provide our clients with a sense of security and confidence in their financial future.