The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

Learn More About Kelman Lazarov

Michael Munekata, CCO, Ops Manager

In his dual roles as Chief Compliance Officer and Operations Manager, Michael Munekata thinks a lot about the firm’s obligations to its clients while also keeping an eye on the future of the firm. “We continually balance our devotion to providing a high level of service to our clients with a deep interest in innovating and improving the client and staff experience.” Staying in sync with regulatory requirements while attempting to enhance the firm’s capabilities remains his highest focus.
Meet The Team