LVW Advisors is an independently managed financial investment advisory firm built on a commitment to serve clients. Our clients are high net worth individuals searching for an advisor that combines personal service with intelligence and creativity, and board-driven nonprofit institutions that benefit from a truly consultative relationship.
Our entire firm works daily to honor our commitment to being your advisor and fiduciary. We serve a select group of clients along a range of asset levels and with varying degrees of complexity, offering deep planning and fully integrated investment management. LVW Advisors Founder and CEO, Lori Van Dusen, joins a prestigious list of Rochester business leaders inducted into the Rochester Business Hall of Fame.
Our entire firm works daily to honor our commitment to being your advisor and fiduciary. We serve a select group of clients along a range of asset levels and with varying degrees of complexity, offering deep planning and fully integrated investment management. LVW Advisors Founder and CEO, Lori Van Dusen, joins a prestigious list of Rochester business leaders inducted into the Rochester Business Hall of Fame.
Services
We strive to excel in every aspect of our business to ensure consistent delivery of relevant solutions and unsurpassed client service. We uphold the highest standards of honesty and have strong moral principles in all of our actions. We work together as a team, across boundaries, to meet the needs of our clients and to support each other in being our BEST.
LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisory firm serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first.
We believe the optimal client experience and investment management is achieved through a combination of years of experience, the right resources and continual support and accountability. An experienced team. Our senior advisors average more than 23 years of experience and our core team has been together for over a decade serving both institutions and wealthy families and individuals.
We know that with considerable wealth comes complexity. Our overarching goal is to address your complex needs and goals through a simple yet powerful plan. At LVW Advisors, we specialize in managing the intricacies of considerable wealth by working to combine the art and science of planning and investing.
LVW knows that your nonprofit organization has its own mission, objectives, and goals, and that your investments play a vital role in accomplishing those goals. At the same time, the investment landscape is constantly changing while an organization's internal resources are constantly being asked to do more with less.
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