A complete list of active advisors currently associated with Lazarow Wealth Management

Warmer can help you find a great advisor at Lazarow Wealth Management or one who fits your needs even better.

Lazarow Wealth Management manages roughly $14.9 million for a client base of about 43 households and provides investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm also offers pension consulting and assistance selecting and reviewing third‑party money managers as part of its service set. The adviser primarily implements passive investment strategies, constructing asset‑allocation portfolios using index mutual funds and exchange‑traded funds and documenting client objectives in investment policy statements. Financial planning engagements include a comprehensive planning option with ongoing client access, periodic monitoring, and written plan deliverables tailored to goals, cash flow, estate, insurance and retirement needs. Notably for a firm of this size, Lazarow provides portfolio management for institutional clients and pension consulting—services that are uncommon among independent advisers with similar assets under management. The firm may also recommend or implement outside managers and the adviser holds life and health insurance licenses and may receive commissions for insurance product sales, a practice clients should consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Lazarow Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.