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Wealth Management Services

Based on your plan and articulated objectives, we work to build simple, yet powerfully diversified portfolios designed to help you attain your goals – all the while keeping a keen eye on portfolio risk (intended and unintended), expected returns and tax implications of various approaches.

Each client’s plan is personalized based on the specifics of a family’s situation, unique circumstances, risk profile and time horizon.

Investment Management and Planning includes:

  • Investment strategy, asset allocation and portfolio implementation
  • Financial Planning
    • Detailed budgeting, cash flow and tax planning
    • Cash flow analysis & Retirement Planning
  • Legacy and estate planning
  • Gifting strategies
  • Insurance design (where applicable)
  • Ongoing portfolio monitoring and proactive rebalancing
  • Consolidated and comprehensive portfolio reporting
  • Secure, online reporting and document vault

Our job is to help clients define their goals, remind them of these goals over time and minimize unforced errors on the way to achieving stated goals. We help our clients overcome the emotional drive to do the wrong things at the wrong times.

We work with like-minded wealthy individuals and families with the goal of creating a relationship with you for a lifetime.

LVW works to differentiate itself from other investment advisors by how we treat our clients.

We build comprehensive “family-office” style relationships, with full coordination with tax advisors, lawyers, accountants and your other trusted partners.

We build multi-generational relationships that focus on educating the likely inheritors of your wealth, including collaborating with trust and estate planning attorneys.

We allow you to dictate how and when we conduct planning and investment asset reviews. We do not work from a pre-set schedule.

We are sensitive and responsive to your needs, providing extensive access to your LVW team, including firm principals, and a dedicated and experienced service and operations team.

Get Started Today

Ready to get serious about your investments? Contact us and one of our advisors will contact you.