A complete list of active advisors currently associated with LVW Advisors, LLC
Warmer can help you find a great advisor at LVW Advisors, LLC or one who fits your needs even better.
LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting for high‑net‑worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients including retirement plans and nonprofits. Services are offered on both discretionary and nondiscretionary bases and include portfolio management, comprehensive financial plans, held‑away account oversight, and retirement plan consulting. The firm develops individualized investment policy statements and emphasizes asset allocation, diversification, Monte Carlo analysis, and multi‑scenario stress testing to align portfolios with client objectives. LVW allocates across passive and active independent managers and routinely uses non‑traditional strategies — including hedge funds, private equity, private real estate, and commodities — while also pursuing tactical opportunities when appropriate. LVW’s ownership and affiliate network through Focus Financial Partners is a notable differentiator: the firm discloses recommending certain clients to pooled investment vehicles managed by an affiliated Focus firm (SCS), facilitating client credit and cash‑management solutions via UPTIQ (in which Focus is an investor), and introducing clients to its insurance affiliate, Focus Risk Solutions. These arrangements, and the firm’s revenue‑sharing and conflict‑mitigation disclosures, distinguish its operating model from many team firms and are documented in its brochure.
To learn more about the advisors currently working at LVW Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse LVW Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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