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Politics Meets Wealth Management – Handling Client Concerns

In this article explaining how advisors help their clients deal with periods of deep political division, LVW’s Founder and CEO, Lori Van Dusen, comments on how historical market outcomes can be used as a guide to develop a diversified set of investment options for client portfolios.

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Community

Lori Van Dusen Honored with 2024 ICON Award for Leadership and Community Impact

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In the News

Lori Van Dusen Discusses Economic Outlook and Market Risks with U.S. News and World Report

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LVW Advisors Team Enjoy Holiday Employee Event

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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.