LVW Advisors Information

LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. Our firm provides 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. Recognized for experience in alternatives and have a reputation in the financial and investment community for our advice and expertise, we apply the discipline and rigor of our institutional business to all client segments and are accountable, transparent and continually re-underwrite each of our investments. We believe reputation in industry, experience, institutional client base and network gives LVW unique access to investment ideas. Our open-source approach allows our team to leverage insight and research from providers with subject matter and asset class expertise. With our focus on you and your investments, we support individual families and institutions with sophisticated strategies in the areas of outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, all done with our client’s interests above all else.