Lori, LVW’s CEO and Founder, once again has been named the top private wealth advisor in New York – NY State on Forbes’ 2023 Best-In-State Wealth Advisors list.
The list, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, along with quantitative data.
Forbes’ Best-in-State Wealth Advisors awarded April 2023 based on data provided by LVW Advisors as of June 30, 2022. No payments were made in connection with placement on the Forbes rankings. LVW Advisors purchased a digital marketing package from Forbes and SHOOK Research in 2023. Additional disclosure regarding rankings and awards can be found at lvwadvisors.com/disclosure.