The Art of Serious Investing is a Commitment
Any wealth manager can tell you what they think.
We built LVW Advisors to show you what we believe.
No payments were made in connection with receiving these awards. Please see additional information and disclosures here.
What motivates you?
We start every relationship by taking out a clean sheet of paper and asking you insightful questions to get to know you and understand the purpose of your money. Our objective is to develop a goals-based plan driven by your dreams.
Who We Serve
Individuals & Families
We know that with considerable wealth comes complexity. Our overarching goal is to address our clients’ complex needs and goals through a simple yet powerful process. As part of our holistic approach, we integrate comprehensive financial planning, long-term objectives and an action plan to help get our clients where they want to be.
Institutions
For more than three decades, the team at LVW has helped institutions and nonprofits feel confident in their financial plan while implementing mission-driven asset management strategies. With our support, organizations can reduce the burden of managing the financial aspects of their work and free up resources to put toward their core mission and making an even greater impact.
States Served
Dedicated Employees
$ Billion AUM as of 12/31/23
Years Serving Clients
Doing Good While Doing Well
The research team at LVW Advisors recently wrote a whitepaper covering the topic of Responsible Investing. Inside this resource, you will learn how to identify the issues that are most important to you and how to integrate your views and values into your investment portfolio.