LVW Advisors
LVW Advisors is a Rochester-based independent investment advisory firm dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. The women-led firm specializes in providing a full-suite of sophisticated services including research, investment and wealth management, financial planning and consulting to high-net-worth individuals, trusts, estates, private foundations, and business entities.
ABOUT LVW
LVW Advisors is the vision of Lori Van Dusen, a renowned financial advisor and champion of client-focused strategies for over 30 years.
The team regularly provides clients with customized reports that track progress and compare results against appropriate benchmarks and peer universes.
LVW has been consistently recognized by Barron's and Forbes, among others. The firm has also been featured in Rochester Business Journal, Fortune, Citywire RIA, and more.
LVW SERVICES
Financial Planning.
LVW focuses on crafting tailored financial plans that address a wide range of individual and family needs, including retirement planning, tax strategies, estate planning, and more.
Investment Management.
The firm offers a proactive, customized approach to managing investments. They consider each client's financial objectives, risk tolerance, and time horizon.
Estate Planning.
LVW offers expert guidance in structuring estates to minimize tax burdens and ensure smooth transitions for families.
Family & Wealth Services.
The firm serves high-net-worth families and entrepreneurs, providing comprehensive strategies that address both personal and business financial concerns.
Holistic Wealth Management.
Their expertise extends beyond traditional investment management to encompass every aspect of a client’s wealth journey. They focus on long-term wealth preservation and aligning each financial decision with the client’s overall life goals.