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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

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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.

Inflation psychology may have you avoiding the topic. However, in a recent Financial Planning article, Private Wealth Advisor Jonathan Thomas...
Founder and CEO Lori Van Dusen has been recognized as a 2022 Barron’s Top Women Financial Advisor. Lori, and the...
As we approach the middle of the year, investors are looking for strategies to avoid significant losses while navigating the...
Founder and CEO Lori Van Dusen joins world-renowned financial experts on the latest PGIM Investment’s Outspoken episode to discuss how...

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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