Shrier Wealth Management, LLC

Shrier Wealth Management advises individuals (including high‑net‑worth clients), trusts, nonprofit organizations, pension and profit‑sharing plans, and corporate clients, offering asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm also provides donor‑advised fund asset management and administration via a third‑party DAF platform and charitable vehicle, in addition to handling individual stocks, bonds, ETFs, mutual funds and alternative investments for clients.

The firm tailors strategies to client objectives and risk tolerance, implementing discretionary portfolios that are regularly monitored and rebalanced and supplemented by written financial plans or consultations when requested. Its investment process draws on multiple methods — fundamental, technical, quantitative and sector analysis — and uses a range of instruments and strategies (including options, margin, REITs, bond funds and, where suitable, cryptocurrency products), with at least annual reviews of managed accounts.

Compared with many peers, the firm’s practice includes active management of donor‑advised fund assets through the DAFgiving360/DACG arrangement and a broader set of advisory services such as corporate structure analysis, cost segregation studies and real estate analysis, which extend beyond typical retail wealth management offerings. The brochure also notes the firm’s transition to formal SEC registration in 2025 after operating under a DBA for many years and that it manages roughly $390 million in discretionary client assets, characteristics that help distinguish its service mix and operational profile.