Independent Financial Advisors
LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisory firm serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first. The LVW Advisors team is committed to providing objective advice, transparency, access to vast resources and innovative solutions, delivered with outstanding, high-touch client service.
While LVW is founded upon a high-caliber institutional advisory practice anchored by a deep research process, Lori recognized early on that wealthy individuals and families were lacking the same kind of objective advice and discipline that the LVW team was delivering to institutions. Lori fortified an already seasoned team with Joe Zappia and his group, Zappia Family Wealth. Together, Lori and Joe, two complementary industry veterans, expanded LVW’s financial planning and asset management capabilities. LVW Advisors has truly become an ideal fit for nonprofit organizations and for wealthy individuals and families seeking a truly consultative relationship, deeply rooted in integrated investment management, with a personalized, individualized touch.
LVW is the ultimate expression of Lori’s vision. Its success is built on two central ideas:
- An unwavering focus on attaining our clients’ investment goals
- Leveraging a robust open-source platform of research and services to support that focus
Investment Advisors with a Holistic Approach
We know you need more than investing. Our team’s holistic approach pairs deep research capabilities and investment management with sophisticated, fully integrated wealth management strategies. We provide these services based upon an open-source platform, designed to meet clients’ diverse and demanding needs.
For these and other reasons, publications including Forbes, Barron’s and the Financial Times have identified LVW Advisors and its personnel for various accolades.
Read more about our client-first process.