Business Details
Your Trusted Partner for Financial Advisory Services
At LVW Advisors, we believe the foundation of exceptional financial guidance lies in active listening and understanding each client's unique aspirations. Our team of seasoned professionals, with decades of collective experience, approaches wealth management through a fiduciary lens, prioritizing client interests above all else. We employ a disciplined investment philosophy centered on diversification, value orientation, and long-term strategic planning, supported by customized reporting that tracks progress against benchmarks. Our holistic approach integrates comprehensive financial planning with mission-driven asset management strategies, serving both individual families and institutional clients.With a commitment to transparency and accountability, we guide clients through life's financial milestones while maintaining a focus on tax efficiency, inflation protection, and expense management. Our collaborative culture and evidence-based decision-making process ensure that every recommendation aligns with our clients' evolving needs and long-term objectives.
Services
Investment Advisory
Financial Planning
Portfolio Management
Retirement Planning
Estate Planning
Institutional Asset Management
Tax-Efficient Strategies
Risk Management
Wealth Transfer Planning
Responsible Investing
Highlights and features
- 30+ years of experience serving high-net-worth clients and institutions
- Registered Investment Adviser with fiduciary responsibility to clients
- Customized financial plans tailored to individual goals and risk profiles
- Award-winning team recognized by Barron's and Forbes
- Collaborative approach combining multiple specialists for comprehensive solutions
Services
Investment Advisory
Our investment advisory service combines diversified portfolio construction with value-oriented strategies to help clients achieve long-term financial objectives. We employ a disciplined approach that considers market valuations, historical performance, and risk tolerance while maintaining tax efficiency. The service focuses on protecting capital during market volatility while seeking opportunities for wealth compounding through strategic asset allocation.
Financial Planning
We develop comprehensive financial plans that integrate clients' life goals with investment strategies. This service covers retirement planning, estate preservation, and multi-generational wealth transfer while addressing tax implications and liquidity needs. Our process begins with understanding individual circumstances to create adaptable roadmaps that evolve with changing life circumstances and market conditions.
Institutional Asset Management
This service provides tailored investment solutions for nonprofit organizations and institutions, focusing on mission-aligned portfolio management. We help organizations maintain spending policies that balance current needs with long-term sustainability while implementing strategies that withstand economic cycles. The service includes audit preparation support and customized reporting for fiduciary oversight.
Responsible Investing
Our responsible investing service helps clients align portfolios with personal values through ESG (Environmental, Social, Governance) integration. We provide research-driven solutions that consider sustainability factors without compromising financial objectives. This approach combines traditional financial analysis with impact measurement to create portfolios reflecting clients' ethical priorities.
Wealth Transfer Planning
This service focuses on creating strategies for multigenerational wealth continuity, addressing tax-efficient transfer mechanisms and family legacy considerations. We coordinate with legal and tax professionals to implement structures that protect assets while respecting clients' wishes. The planning process emphasizes minimizing transfer taxes and ensuring smooth succession.
People
Lori Van Dusen
Founder & CEO
With over 30 years in wealth management, Lori established LVW Advisors to provide client-centered financial guidance. She emphasizes disciplined investing and values-based decision-making, leading the firm's strategic direction while maintaining active client relationships.
Joseph P. Zappia
Principal
Joseph brings extensive experience in institutional investing, specializing in aligning organizational missions with investment strategies. He focuses on creating sustainable financial solutions for nonprofits while maintaining fiduciary responsibility to clients.
Richard Van Kuren
Senior Partner
As Director of Research, Richard leads the investment team with 25+ years of experience in market analysis. He develops evidence-based strategies that balance risk management with return objectives through diversified portfolio construction.
Jeff Wagner
Senior Partner
Jeff specializes in building long-term client relationships through personalized financial planning. He focuses on integrating tax-efficient strategies with investment management to help clients achieve their wealth objectives across market cycles.
Allie Bell
Client Account Manager
Allie provides operational support to the advisory team, ensuring seamless client service delivery. With attention to detail, she manages account administration and facilitates communication between clients and investment professionals.
Questions
What services does LVW Advisors offer?
We provide investment advisory services, comprehensive financial planning, portfolio management, retirement strategies, estate planning, and institutional asset management tailored to individual and organizational needs.
Are you fiduciaries?
Yes, as a registered investment adviser, we have a legal obligation to act in our clients' best interests at all times when providing investment advice.
How do you approach investment management?
Our approach combines diversification, value orientation, and disciplined risk management. We focus on long-term results using historical analysis and valuation metrics to guide investment decisions.
Do you work with out-of-state clients?
Yes, we serve clients across 33 states through our virtual platform while maintaining personalized service and regular communication regardless of location.
How are fees structured?
We use a transparent fee structure based on assets under management, with no hidden costs or commissions. Specific details are provided in our Form ADV Part 2A.
What makes LVW Advisors different?
Our combination of fiduciary responsibility, disciplined investment approach, and personalized service distinguishes us. We focus on long-term relationships rather than transactional interactions, with a team averaging 23 years of experience.
