67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F

Individuals & Families

We help multi-generational families and individuals define their goals, execute a plan to safeguard their finances, and achieve their financial and life objectives.

Driven by your objectives and financial plan, we work to build a simple yet powerful diversified portfolio that can help you achieve your goals.

At the same time, we keep a keen eye on portfolio risk (intended and unintended), expected returns, and tax implications of various approaches. Each client’s plan is personalized based on the specifics of a family’s situation, unique circumstances, risk profile, and time horizon.

We are your Financial Quarterback.​

At LVW Advisors, we specialize in managing the intricacies of considerable wealth by working to combine the art and science of planning and investing. Our process is evidence based – we start with a blank sheet of paper and a conversation. We develop an in-depth understanding of your situation, your aspirations, needs and plans for your life, not just your assets. The plan becomes our road map to structure your investment portfolio.

Trusted advice can make all the difference.

For our team, managing your money is the foundation of our work – but it’s just the start! When you feel confident about how your money is being managed, you can focus on achieving your goals. Your trust in us is essential. With it, you’re able to shift your focus towards your personal goals, experience peace of mind, and find fulfillment in your life.

Investment Advisory

Our investment approach is based on five principles:

  • Diversification is a simple yet powerful tool
  • A value orientation provides a margin of safety
  • Discipline means using history and valuation metrics as a guide
  • Achieving real returns requires attention to inflation, taxes, and expenses
  • Consistency breeds results

Financial Planning

As part of our holistic approach, we integrate in-depth financial planning, long-term objectives, and an action plan to help get you where you want to be. This process starts by understanding where you stand today and what things are most important to you over the coming years and decades. With that information as the foundation of our work, we build an agile plan that accounts for your goals today and can be modified as we move forward together.

Trusted Financial Advisor and Coach

The team at LVW Advisors possesses a combination of experience, integrity, and genuine care for your financial well-being. As fiduciaries, we prioritize your interests above all else. We strive to build long-term relationships based on mutual respect, trust, and loyalty, and we are committed to guiding clients through life’s financial milestones, providing support during both prosperous and challenging times. Our goal is to be your “first call.”

Third Party Partners

We know you need more than investing. At LVW, we partner with specialists across many industries including legal, banking, insurance, accounting, and estate planning. We do this to truly serve as your financial quarterback, organizing and directing all aspects of your financial life…not just the investments.

Our job is to help clients define their goals, create long-term strategies for building wealth, and manage risk along the way.

How can we help you make the most of your wealth?

Ready to get serious about your investments?

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.