Clifton Park, NY Office

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.