LVW Advisors
LVW Advisors is an independent, women-led investment advisory firm based in Rochester, New York, serving the complex financial needs of high-net-worth individuals, families, and nonprofit organizations across the United States. The firm provides a comprehensive suite of wealth management services, including investment advisory, financial planning, research, and consulting. LVW Advisors is dedicated to delivering personalized, institutional-quality investment strategies designed to help clients grow, preserve, and transfer wealth with purpose and confidence.
ABOUT LVW ADVISORS
LVW Advisors is the vision of Lori Van Dusen, a highly respected financial advisor with over 30 years of experience in delivering client-focused wealth strategies.
The firm is committed to tailored, results-driven solutions for high-net-worth individuals, families, and nonprofit organizations. LVW Advisors regularly provides clients with customized reports that track portfolio performance, benchmark results, and peer comparisons.
The firm has earned consistent recognition from Barron’s and Forbes and has been featured in Rochester Business Journal, Fortune, Citywire RIA, and other prominent financial publications.
LVW ADVISORS SERVICES & EXPERTISE
Investment Management – Customized, institutional-grade portfolios aligned with clients’ goals, risk tolerance, and values, leveraging disciplined research and strategy.
Financial Planning – Tailored financial plans addressing retirement, taxes, estate planning, and broader wealth goals to optimize long-term financial outcomes.
Wealth Planning & Advisory – Holistic strategies encompassing retirement, estate, philanthropic, and tax planning to preserve and grow wealth across generations.
Trust & Estate Services – Oversight and guidance for trusts, estates, and family governance, supporting intergenerational wealth transfer and long-term preservation.
Nonprofit & Foundation Consulting – Strategic guidance for private foundations and nonprofit organizations, including investment oversight, grant strategy, and governance best practices.
Family Office Services – Integrated solutions for multi-generational families, combining investment management, financial planning, and operational support for simplified wealth management.
Research & Analytics – Proprietary market insights and data-driven analytics to inform investment decisions, optimize asset allocation, and identify growth opportunities.