A complete list of active advisors currently associated with Lazarus Wealth Management LLC

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

Lazarus Wealth Management provides advisory and portfolio management services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary management as well as financial planning. The firm sponsors a wrap fee program through a third‑party platform and reports serving about 225 clients with no stated account minimum. The firm’s investment process draws on cyclical, fundamental and technical analysis and employs mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), TIPS and other securities; strategies may include long‑ and short‑term trading, short sales, margin and options. Portfolio performance is reviewed quarterly and client accounts are reviewed at least annually, with the firm acting as portfolio manager for wrap accounts on LPL Financial’s Strategic Wealth Management platform. Noteworthy aspects include its role as sponsor and manager of a wrap fee program on LPL’s SWM II platform, under which the firm pays transaction charges and absorbs many trading costs — a structure that can create incentives to limit trading activity or influence share‑class selection. The firm’s principal is also an independent licensed insurance agent and a registered representative of LPL, which introduces potential conflicts around recommendations of insurance or commissionable products; the firm manages roughly $51 million in assets across a relatively large client base for an independent advisory firm.

To learn more about the advisors currently working at Lazarus Wealth Management LLC, 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.