Shrier Wealth Management, a family-owned firm established in 1998 in Beverly Hills, CA, is dedicated to enhancing clients' financial positions through personalized service and unbiased advice. Aligned with clients, they invest alongside them with the support of LPL Financial, the largest independent broker-dealer in the United States, ensuring world-class investing solutions without proprietary products.
With a focus on safeguarding client assets, Shrier Wealth Management prioritizes security by working with LPL Financial, providing top-tier technical and back-office support. Their time-tested investment strategy emphasizes high-quality, value-focused, and risk-managed approaches, aiming to grow portfolios while protecting and preserving wealth for their clients.
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