A complete list of active advisors currently associated with Tandem Private Wealth, LLC

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

Tandem Private Wealth provides asset management and financial planning to individuals, high‑net‑worth clients, and employer‑sponsored retirement plan sponsors. It manages custodial accounts on an ongoing basis and charges asset‑based advisory fees for discretionary portfolio management, while offering standalone financial planning and retirement plan consulting services. The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios, pursuing long‑term and income‑oriented strategies aligned with clients’ risk profiles. Accounts can be managed on a discretionary basis, clients may impose reasonable investment restrictions, and the firm does not participate in wrap‑fee programs. Distinctive features include multiple active, licensed business activities outside of investment advisory—licensed real estate brokerage, insurance sales, mortgage origination, and travel services—which the firm discloses and addresses as potential conflicts of interest. The firm also emphasizes retirement plan consulting (including support as a 3(21)/3(38) fiduciary), is newly registered with no assets under management at filing, and operates with additional non‑advisory staff rather than as a traditional solo practitioner.

To learn more about the advisors currently working at Tandem Private Wealth, 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.

Name	Location	Years of experience
Christopher Lazaro	Palo Alto, CA	0

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