LVW Advisors

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.

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LVW Advisors is an independent wealth management firm built on a commitment to serve clients.

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Our firm was founded to put clients first.

Anyone can tell you what they think. We live our convictions and tell you what we believe.

High Net Worth Individuals & Institutions

Our clients are high net worth individuals searching for an advisor that combines personal service with intelligence and creativity, and board-driven nonprofit institutions that benefit from a truly consultative relationship.

Your Partner & Fiduciary

Our entire firm works daily to honor our commitment to being your advisor and fiduciary. We serve a select group of clients along a range of asset levels and with varying degrees of complexity, offering deep planning and fully integrated investment management.

You are at the center

The LVW Advisors approach puts you at the center. Everything about our firm is designed with your interests in mind.


Our core values and principles do not waiver, but our approach to each client is customized and flexible.” – Lori Van Dusen

Our process is anchored in understanding that human emotion can move markets far from fair value, many times irrationally. Education, coupled with diversification and a value oriented discipline, keeps our clients invested – the key to protecting and compounding wealth over time.” – Joe Zappia

Insights from our partners
Lori Van Dusen Let's Talk JP Morgan

Let’s Talk: The Changing Face of Advice

In this conversation, two veteran financial advisors address key challenges facing the industry and how to build a solid foundation for the client of the future. Click to watch video. Scroll to the right to view “Let’s Talk: The Changing Face of Advice”
Lori Van Dusen Forbes

How Top Financial Advisors Are Using Behavioral Science To Rethink Your Investments

In this conversation, two veteran financial advisors address key challenges facing the industry and how to build a solid foundation for the client of the future. Click to read article.

What Today’s Clients Are Looking For in an Advisor

Today's clients are looking for more than just investment advice and are looking for an advisor who can provide integrated wealth management. What does this mean and what does it entail?

Enjoy these articles from leading publishers such as The Wall Street Journal, Barron’s, Forbes, Reuters, and The New York Times.

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