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LVW’s CEO & Founder, Lori Van Dusen, Ranked on Forbes Top 250 Wealth Advisors List

LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, has been ranked for the third consecutive year on Forbes Top 250 Wealth Advisors list.

This year, Forbes/Shook Research received over 32,000 nominations for consideration. Through a combination of quantitative data review and qualitative interviews, Forbes compiles a list of America’s top wealth advisors.

The entire LVW Advisors team congratulates Lori on her ranking!

View the full list of America’s Top Wealth Advisors here >

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In the News

Lori Van Dusen Shares Her Inspiring Story on the What Matters Podcast

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Team Highlights

The annual Empowering Women Luncheon is one of Rochester’s best-attended, most talked-about events

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In the News

Jonathan Thomas Discusses Diversification Strategies with Moneywise

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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.