LVW Advisors is proud to support the Make-A-Wish Foundation as part of the Forbes/SHOOK Top Advisor campaign. This year, a record $1.4 million was raised by leaders in the financial industry. We are …
Continue Reading about LVW Supports Make-A-Wish Foundation →
LVW Advisors was featured in the Financial Advisor Magazine's 2020 RIA list—ranking at #201 of over 700 firms from around the country. LVW Advisors is honored to be included on such an elite industry …
Continue Reading about LVW Advisors Ranks on Financial Advisor Magazine’s 2020 RIA List →
LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, has been ranked for the third consecutive year on Forbes Top 250 Wealth Advisors list. This year, Forbes/Shook Research received over 32,000 …
Lori Van Dusen, CIMA®, CEO and Founder of LVW Advisors, was a panelist on U.S. Institute/Institutional Investor's CEO Roundtable webinar titled, "How are Investors Looking at the Post-COVID World" on …
Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer of LVW Advisors, moderated an RIA Institute webinar on July 22. The panelists on the webinar titled, "Why Interval Funds and Where They Fit …
Continue Reading about Joseph Zappia, CIMA, Moderated Recent RIA Institute Webinar →
The LVW team is happy to announce Lori Van Dusen, Founder and CEO, has been ranked in the top 50 on Barron's Top 100 Women Advisors list of 2020. This year marks the 15th edition of the Barron’s Top …
Continue Reading about Lori Van Dusen Ranked in Barron’s Top 100 Women Advisors of 2020 →
