LOS ANGELES--(BUSINESS WIRE)--For the third consecutive year, Shrier Wealth Management LLC has been selected to attend the Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. Shrier Wealth Management is among the top 400 financial advisors in the U.S. invited to attend the event. The invitation-only conference will be held in Phoenix, AZ on March 19-21. According to Barron’s, the advisors were chosen based on the quality of their practices and the volume of assets overseen by the advisors and their teams.
“Our team is honored to have again been included among this group of industry leaders. We look forward to exchanging knowledge with other elite-tier professionals and using what we learn to help advance our clients’ goals,” said Steve Shrier, Co-Founder of Shrier Wealth Management.
This exclusive conference brings together the best in the business and is designed to facilitate best practices and winning wealth management strategies. Participants will attend workshops led by the Top 100 Independent Financial Advisors and explore current issues from managing complex high-net-worth accounts to portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities and achieve financial well-being.”
For more information about Barron’s conferences, please go to www.barrons.com/conferences.
About Shrier Wealth Management LLC
Shrier Wealth Management LLC is a financial advisory firm which provides sophisticated asset management and wealth planning services to affluent families and foundations. With over 50 years of combined experience, the company specializes in creating portfolios to balance asset growth with capital preservation. The company is headquartered in Los Angeles, California. If you are interested in meeting with our executive team--Steve Shrier, Zach Shrier or Lindsay Bourkoff--please contact firstname.lastname@example.org.
Securities and Advisory Services Offered Through LPL Financial Member FINRA/SIPC
For more information, please visit www.shrierwealth.com