SHR Wealth Management – Osaic Wealth Affliate Firm
Run a free full auditContact Information
-
Address
Manhasset, NY 11030 -
Phone
(516) 918-9616 -
Website
shrwealthmanagement.com -
Google Reviews
3.7 out of 5 stars from 161 Google reviews
Location
About SHR Wealth Management – Osaic Wealth Affliate Firm
SHR Wealth Management - Osaic Wealth Affliate Firm is a financial planner in Manhasset, NY. The firm specializes in helping individuals develop sound retirement strategies and provides personalized, hands-on service to clients navigating complex financial landscapes. Their expertise includes money management, investments, insurance, estate conservation, and wealth preservation. The firm has earned a 3.70 rating from 161 reviews.
The firm utilizes a team approach to address a wide variety of client needs, drawing on diverse backgrounds and experiences to provide multiple perspectives. Their process focuses on creating tailored strategies for retirement, college savings, and estate planning, including specialized services like special needs trusts. The team is dedicated to educating clients on various financial products, such as IRAs, brokerage accounts, and various insurance types, including life and long-term care insurance. By prioritizing long-term relationships built on trust, honesty, and integrity, the professionals aim to help families manage debt, prepare for life transitions, and pursue purpose-driven financial futures.
The business information available online is thorough and well-documented, making it easy for potential clients to learn about their services and educational resources. Their website is well-optimized, ensuring that their financial planning expertise and client-focused approach are clearly accessible.
SHR Wealth Management - Osaic Wealth Affliate Firm provides dedicated financial guidance and personalized wealth management strategies for the Manhasset community.
Services:
- Estate Planning
- Insurance Services
- Investment Management
- Retirement Planning
- Tax Planning
Score Summary
BizScoreAI scanned the website shrwealthmanagement.com on June 18, 2026. SHR Wealth Management - Osaic Wealth Affliate Firm has a BizScore of 54 out of 100.
- AI Visibility35 out of 100
- SEO71 out of 100
- Google rating3.7 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 10 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 53, Technical 85, Performance 89, Content 55.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 8 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact SHR Wealth Management – Osaic Wealth Affliate Firm
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