Client Portal

  • Client Portal

    View your investment portfolio, performance reports and secure documents.
    Login

  • Financial Planning Portal

    View your financial plan and full balance sheet.
    Login

  • Charles Schwab

    Direct link to your Charles Schwab account.
    Login
For Institutions Client Portal
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F
(585) 267-4900 info@lvwadvisors.com
Back to Blog

Jonathan Thomas, CFP®, Private Wealth Advisor, Discusses SECURE 2.0 Benefits with InvestmentNews

Private Wealth Advisors at LVW Advisors, Jonathan Thomas, CFP®, spoke with InvestmentNews on the SECURE 2.0 legislation. In the article, Jonathan discussed the financial planning benefits and opportunities this retirement savings legislation will offer.

Read the full story >

Latest Insights

Read More
Stock photo 401k

Financial Planning

Jonathan Thomas Talks Super Catch-Up Contributions and HSAs with Financial Advisor Magazine

Read More
Forbes Top Women Wealth Advisors logo 2025

Awards & Rankings

Lori Van Dusen Ranked as New York State’s #1 Woman Wealth Advisor by Forbes

Read More

In the News

Lori Van Dusen Speaks on Financial Independence for the 2025 Susan B. Anthony Birthday Celebration

Ready to get serious about your investments?

Contact Us

© 2025 LVW Advisors.
All rights reserved.

Get In Touch
Company
Newsletter

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.