Providing customized services for discerning clients

With over 45 years of combined experience, Clifford and Michael head a boutique investment advisory team that recognizes the importance of combining proactive investment strategies with a personalized approach to develop true, custom-made portfolios that fit their clients’ specific needs and financial objectives. We believe a well-managed investment portfolio requires individualized methods and techniques and a strong attention to detail.

We take the time to get to know you and what matters to you. Many say it, but, we customize your portfolio for your individual needs and goals. Your wealth and your aspirations are unique and command a personalized approach. Our proactive approach to wealth management is key to our clients’ financial success. Through the years, we have guided our clients through volatile and ever changing market conditions, and this experience is what is needed in today’s market environment.

Our advisory team offers and employs a wide range of investment services, including retirement, tax, insurance and estate planning, to help create a master financial plan that is personalized for every client and every situation. With changing market conditions and clients’ evolving needs and life circumstances, our proactive approach ensures that every client receives the highest level of service and attention. Our focus is on clients’ financial objectives and striking the right balance between wealth creation and preservation.

If you are tired of hearing the same investment clichés year after year, please call us anytime for a one on one conversation about how we can help manage your current and future financial and investment needs with our proactive approach to investing and portfolio management.

The Albert-Lazarus Wealth Advisory Group is proud to be associated with Raymond James, one of North America's leading independent full service investment firms.