Client Portal

  • Client Portal

    View your investment portfolio, performance reports and secure documents.
    Login

  • Financial Planning Portal

    View your financial plan and full balance sheet.
    Login

  • Charles Schwab

    Direct link to your Charles Schwab account.
    Login
For Institutions Client Portal
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F
(585) 267-4900 info@lvwadvisors.com

Kaylee Glidden 

Senior Operations Analyst

Kaylee Glidden works diligently supporting the business in data management, client reporting, and trade processes. Kaylee is a Rochester native, a graduate of SUNY Geneseo with a BA in Accounting, and has over five years of experience in wealth management operations.

Kaylee and her husband have three rescue dogs, and she spends her spare time volunteering at a dog shelter. Kaylee is also a huge Buffalo Bills fan.

LVW Advisors

Call

Ready to get serious about your investments?

Contact Us

© 2024 LVW Advisors.
All rights reserved.

Get In Touch
Company
Newsletter

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.