About

Why Choose Us

At Lazarus Wealth Management, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

Independent

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge.

Clients First

Our only focus is advising individual investors and their families-period. We give our clients a simple and understandable roadmap seeking to grow, protect, and eventually transfer their wealth.

Fiduciary

As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

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