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.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 67 Monroe Ave, Pittsford,new York 14534,united States
- Phone
- +1 585 267 4900
- in****@****ors.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- lvwadvisors.com
- Keywords
- high net worth, institutions, research, estates, private foundations, entrepreneurs, affluent individuals, nonprofits, foundations, athletes, entertainers, wealth management, investment management, risk management, financial, ultra high net worth, investment advisors, financial planners, CIMA, CFA, CFP.
- HQ
- Pittsford, New York
Lvw Advisors Questions
Lvw Advisors's helpline number is +1 585 267 4900
Lvw Advisors's website is lvwadvisors.com
Lvw Advisors's LinkedIn profile is https://www.linkedin.com/company/lvw-advisors
Lvw Advisors has
17 employees.
View email and phone details for 17
employees at Lvw Advisors.
Lvw Advisors's industry is
Investment Management
Lvw Advisors's support email address is info@lvwadvisors.com
Lvw Advisors's categories are Investment Management
Lvw Advisors's founding year is 2011
