What We Do
Wealth Management With
Nothing in the Way
Most advisory relationships come with fine print: products the firm prefers, processes the home office requires, and layers between you and the person making decisions about your money. John manages client portfolios on a discretionary basis, applying a risk management process he spent two decades developing and refining. As a fiduciary, every recommendation he makes starts and ends with what's right for you.
Portfolio Management
Discretionary management using a proprietary process built on 20-plus years of real market experience.
Risk Management
A proactive look at where you're exposed and what can be done to address it before it becomes a problem.
Business Owner Guidance
Advice that accounts for the unique financial layer that comes with owning and eventually transitioning out of a business.
Retirement Strategy
A forward-looking approach to income, transition, and the financial questions that come with leaving full-time work.
Life Insurance
Coverage that fits your actual situation and plays a meaningful role in your broader financial picture
Wealth Management Specialist
Meet John W. McKenzie Jr.
One Advisor. Full Accountability.
John W. McKenzie Jr. spent nearly 30 years working inside firms like J.P. Morgan, Wells Fargo, and Raymond James before founding Lazarus Wealth Management in 2022. He left to build something where the client's interests don't have to compete with anyone else's. His clients have direct access to him, and he is engaged with their accounts the same way he'd want someone engaged with his own.
