Steve Shrier has spent over 30 years analyzing financial markets, understanding market cycles, and building client portfolios through changing market conditions. Steve began his career as an investment professional with Bache & Company, later Prudential Securities, where he was Vice President and many times honored as the top account executive of the Western Region.
In 1998, Steve established himself as an independent financial adviser with LPL Financial and founded Shrier Wealth Management with his son, Zachary, in 2001. Steve serves as the firm's Registered Principal and Chief Investment Officer. Zachary Shrier co-founded Shrier Wealth Management in 2001. He has significant experience evaluating, structuring and managing portfolios of stocks, bonds, mutual funds, and equity derivatives.
In 1998, Steve established himself as an independent financial adviser with LPL Financial and founded Shrier Wealth Management with his son, Zachary, in 2001. Steve serves as the firm's Registered Principal and Chief Investment Officer. Zachary Shrier co-founded Shrier Wealth Management in 2001. He has significant experience evaluating, structuring and managing portfolios of stocks, bonds, mutual funds, and equity derivatives.
Services
Our goal is to improve our clients' financial position over time. We construct highly-individualized portfolios, balancing asset growth with capital preservation. We manage our clients' assets with an investment discipline that is rooted in time-tested, value-based principles. We aim to select attractively-priced, quality investments with track records of increasing shareholder value.
That is why we have chosen to work with LPL Financial, one of the nation's leading financial services companies. LPL is a public company listed on the NASDAQ (symbol: LPLA) and provides Shrier Wealth Management with world-class technical and back office support including record keeping, custody of assets, and production of our clients' statements.
To further strengthen our commitment to our clients, we have partnered with LPL Financial, one of the nation's leading financial services companies. LPL provides our team with world-class back office support including record keeping, custody of assets, production of statements and cutting-edge technology platforms.
Whether we are researching new investment opportunities, closely monitoring current positions or keeping a watchful eye on developing risks in global markets, clients' portfolios are our top priority. 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.
We understand that each client situation is unique, and we will work with you to understand your particular needs and provide you with a solution that is tailored to you and your family. For 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.
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