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
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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