Zappia Family Wealth

Welcome to LVW Advisors - The Art of Serious Investing

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At LVW Advisors, we believe in the power of evidence-based planning and investing. Our commitment is to show you what we believe through our actions, not just words. We are an independent wealth management firm dedicated to providing customized financial advice and solutions to individuals and institutions. Our mission is to simplify the complexities of wealth management by combining the art and science of planning and investing, making it easier for you to navigate the intricacies of your financial life.

Award-winning Wealth Management Services

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Our team of experienced professionals is dedicated to helping you achieve your financial goals. We offer a comprehensive suite of wealth management services, including:

1. Investment Management: Our evidence-based investment approach begins with a blank sheet of paper and a conversation. We develop an in-depth understanding of your financial situation, goals, and objectives to create a customized investment strategy that aligns with your needs.

2. Financial Planning: We provide holistic financial planning services that integrate comprehensive financial planning, long-term objectives, and an action plan to help you reach your financial aspirations.

3. Institutional Investment Management: Our team understands the unique needs of nonprofit organizations. We work closely with you to develop and implement investment strategies that support your mission, objectives, and goals while navigating the ever-changing investment landscape.

4. Responsible Investing: We offer responsible investing options that allow you to reflect your values and beliefs in your investment portfolio.

Meet Our Dedicated Team

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Our team is the backbone of our success. At LVW Advisors, we are proud to have a group of talented, experienced, and passionate professionals committed to helping you achieve your financial goals. Our leadership team includes:

• Lori Van Dusen, CIMA: CEO and Founder
• Joseph P. Zappia, CIMA: Chief Compliance Officer, Co-Chief Investment Officer, Principal
• Kim Pugliese, MBA: Chief Operating Officer, Managing Partner
• Richard Van Kuren, CFA: Senior Partner, Director of Research
• Jeffrey R. Wagner, MBA: Partner, and many more dedicated professionals.

At LVW Advisors, we are committed to enriching the lives of our clients and the communities we serve. We value collaboration, personal accountability, empathy, and leadership in all aspects of our business. Our core values guide us in delivering exceptional client service and maintaining the highest standards of honesty and strong moral principles.

Get Started Today

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Ready to take your investments to the next level? Contact us today, and one of our advisors will reach out to you to discuss how we can help you achieve your financial goals through our evidence-based approach to planning and investing.