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.

Featured in

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 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.

32

States Served

21

Dedicated Employees

2.1

$ Billion AUM as of 12/31/23

30+

Years Serving Clients

Featured Resource

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.

Ready to get serious about your investments?

LVW Advisors (“LVW”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of LVW by the SEC nor does it indicate that LVW has attained a particular level of skill or ability. This website https://lvwadvisors.com is owned and operated by LVW Advisors. LVW offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.