67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
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.
Barron’s Hall of Fame Advisor awarded October 2019. This award is not based on a particular time period; rather, it acknowledges advisors who have appeared in Barron's annual Top 100 Advisor rankings for 10+ years. No payments were made in connection with promoting this award.
Barron's Top Women Financial Advisors awarded July 2024 based on data for the time period April 1, 2023, through March 31, 2024. No payments were made in connection with obtaining this award. LVW Advisors paid a fee for promotional materials.
Barron’s Top 1200 Financial Advisors awarded March 2024 based on data provided by LVW Advisors for the time period October 1, 2022 through September 30, 2023. LVW Advisors paid a fee in 2024 for promotional materials.
Barron’s Top 100 Women Financial Advisors awarded June 2023 based on data for the time period April 1, 2022 through March 31, 2023. LVW Advisors paid a fee in 2023 for promotional materials.
Forbes’ America’s Top RIA Firms awarded October 2023 based on data provided by LVW Advisors for the time period April 1, 2022 through March 31, 2023. LVW Advisors paid a fee in 2023 for promotional materials.
Forbes’ America’s Top Women Advisors awarded February 2024 based on data provided by LVW Advisors for the time period October 1, 2022 through September 30, 2023. LVW Advisors paid a fee in 2024 for promotional materials.
Forbes’ Best-in-State Women Advisors awarded February 2024 based on data provided by LVW Advisors for the time period October 1, 2022 through September 30, 2023. LVW Advisors paid a fee in 2024 for promotional materials.
Forbes’ America’s Top Women Advisors awarded February 2024 based on data provided by LVW Advisors for the time period October 1, 2022 through September 30, 2023. LVW Advisors paid a fee in 2024 for promotional materials.
Forbes’ Best-in-State Wealth Advisors awarded April 2024 based on data provided by LVW Advisors for the time period July 1, 2022 through June 30, 2023. LVW Advisors paid a fee in 2024 for promotional materials.
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.
