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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.

Awards

While no compensation was paid by LVW to be considered for or receive the above awards, marketing packages were purchased after the rankings were published.
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Our Client Philosophy

We are your Financial Quarterback.

At LVW Advisors, we specialize in managing the intricacies of considerable wealth by working to combine the art and science of planning and investing. Our process is evidence based – we start with a blank sheet of paper, a conversation. We develop an in-depth understanding of your situation, your aspirations, needs and plans for your life, not just your money. The plan becomes our road map to structure your investment assets.

Who We Serve

Individuals and 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

LVW knows that nonprofit organizations have their own mission, objectives, and goals, and that investments play a vital role in accomplishing those goals. At the same time, the investment landscape is constantly changing while an organization’s internal resources are constantly being asked to do more with less.

Get Started Today

Ready to get serious about your investments? Contact us and one of our advisors will contact you.

Contributed by Joseph Zappia This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4...
2024 Forbes Best in State and Top Women Wealth Advisors
LVW Advisors’ CEO and Founder, Lori Van Dusen, CIMA®, has been ranked #1 in New York State on Forbes’ Best-in-State Women...
Think Advisor logo
Private Wealth Advisor Jonathan Thomas, CFP®, shared key strategies for clients facing job loss with ThinkAdvisor. Emphasizing the crucial steps...
529 Plan to Roth IRA
By Jonathan Thomas, Private Wealth Advisor If you’ve saved diligently in a 529 college savings plan, a question might linger:...

Social Impact

The research team at LVW Advisors recently wrote a whitepaper providing more information on the topic of Responsible Investing, and how a client can identify the issues important to them and reflect these views within their portfolio.

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