LAZAROW WEALTH MANAGEMENT

Overview

Lazarow Wealth Management operates as an independent RIA organized as an LLC and owned by an individual principal. The firm serves individuals and families, providing comprehensive financial planning alongside portfolio management for both individual/small-business clients and for business or institutional accounts. Its advisory scope explicitly includes selection of other advisers and pension consulting services, indicating a willingness to act as a capital allocator and to use external managers or subadvisors where appropriate. The firm charges clients via a mix of fee arrangements: percentage-of-AUM fees, hourly charges, and fixed fees. It does not identify itself as an active ESG investor and reports a single-state footprint on its filings.

Assets & Accounts

Investments & Alternatives