LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, recently spoke with the Rochester Business Journal about timely financial planning strategies in the wake of the One Big Beautiful Bill Act (OBBB). He highlighted the growing relevance of direct indexing platforms, which allow investors to replicate benchmarks while directly owning underlying securities. Jonathan explained how this approach offers flexibility for customizing portfolios and managing taxes more efficiently – especially in volatile markets.
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
