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LVW Team Spotted in Same Color at Office

No texts were sent the night before and yet somehow a handful of the team showed up to the office in some form of beige. We had to snap a group picture! No texts were sent the night before and yet somehow a handful of the team showed up to the office in some form of beige. We had to snap a group picture!

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

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Forbes Top Women Wealth Advisors logo 2025

Awards & Rankings

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

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

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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.