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LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently joined Asset TV’s “Meet the RIA” to share her journey from Wall Street to launching an independent firm grounded in purpose and integrity. She discussed LVW’s client-first philosophy, the evolution of its multi-generational wealth focus and the importance of listening, engaging families, and solving complex financial challenges with empathy and expertise. Lori also highlighted the keys to LVW’s continued success: lifelong learning, a strong team culture and staying true to the mission. She reflected on the best advice she’s received – to understand why things fail, learn from it, and use those lessons to grow.
Forbes’ Best-In-State Wealth Advisors awarded to Lori Van Dusen April 2025 based on data provided by LVW Advisors as of June 30, 2024; awarded April 2024 based on data as of June 30, 2023; awarded April 2023 based on data as of June 30, 2022; and awarded April 2022 based on data as of June 30, 2021. For the purposes of these rankings, New York State excludes New York City. LVW Advisors paid a fee in 2025, 2024, 2023, and 2022 for promotional materials. Both Barron’s Hall of Fame and Rochester Business Hall of Fame awarded to Lori Van Dusen October 2019. Neither award is based on a particular time period and no payments were made for promotional materials. Institutional Investors’ RIA Intel CEO of the Year awarded September 2022 and is not based on data for any particular time period. No payments were made to promote this award. AUM and client retention data as of 12/31/2024. Additional information at lvwadvisors.com/disclosure.
