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

Lori Van Dusen Explores Financial Transparency and Client Success with Financial Advisor Magazine

Lori Van Dusen, Founder and CEO of LVW Advisors, discusses the intricacies of the relationship between financial advisors’ success and their clients’ outcomes in a recent conversation with Financial Advisor Magazine. Emphasizing the nuanced nature of this connection beyond financial transparency, she underscores that an advisor’s net worth may not directly align with a client’s financial success. Lori explains that the key lies in the transferability of an advisor’s investment philosophy and discipline to clients, paving the way for mutual success.

Read the full article >

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.