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A Message from LVW’s Senior Leadership Team about COVID-19

Update as of March 20, 2020: We are now requiring the majority of our employees to work remotely. The business remains fully operational and our team continues to work diligently on your behalf. Please contact your advisor directly or call 585-267-4900 for assistance.

To our valued Clients & Partners,

We live in unprecedented times amid a global health crisis and falling stock markets. This is a surreal reminder of how quickly things can change and the fragility of the world in which we live.

The senior principals at LVW Advisors have been at our clients’ side during severe conditions for decades—from the recession of the early 1990s, to the bursting of the dot-com bubble in the early 2000s including the tragic events of 9/11, to the Great Recession of 2008. Our experienced team remains firmly committed in our mission to provide peace of mind and​ sound judgment to our clients during such heightened times.

There are parallels of this pandemic with previous unexpected shocks to our economy. The recovery could be long, but together we will come through on the other side stronger. We urge you to take every precaution that our healthcare leaders are suggesting.

Though th​e COVID-19 crises was unpredictable, we’ve put strong policies and infrastructure in place to protect both our clients and our employees. LVW Advisors is taking reasonable and necessary precautions to ensure our team’s health and overall well-being. We will not be closing our office at this time, and will remain available for our clients’ needs by video conference, email and phone. We have a business continuity plan in place, as well as technology to enable employees to work remotely to ensure we are available to service you. We expect no disruption in our service but if slight delays result, we appreciate your understanding. We will continue to communicate with you as the investment and economic landscape shifts.

Above all, on behalf of the entire LVW team, we hope you and your loved ones remain healthy and safe during this difficult time. Thank you for the trust and confidence you have placed with us, and we will continue to work diligently on your behalf.

In good health,

The Senior Leadership Team, LVW Advisors
​Lori Van Dusen, Founder and CEO
Joe Zappia, CCO, Co-CIO
Kim Pugliese, COO



Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor. Past performance is no guarantee of future results.

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