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Important Consumer Disclosure

Welcome! Thank you for visiting our web site (the “Site”). Please carefully review the following Terms of Use (“Terms of Use”) before continuing on the Site. These Terms of Use constitute a legal document that governs your use of the Site and any material contained on the Site. By using the Site, you agree to and accept these Terms of Use. The Site is intended for use only by visitors who are located in the United States.

LVW ADVISORS, (“LVW”) is an SEC-registered investment adviser that maintains a principal office in the state of New York. Registration as an investment adviser does not imply a certain level of skill or training. LVW and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which LVW maintains clients. LVW may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Information posted on this site is for informational purposes only. Although we may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and any performance returns referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. You acknowledge and agree that our firm is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site. Investing carries the risk of loss, including the loss of principal.

LVW’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of LVW’s website on the Internet should not be construed by any consumer and/or prospective client LVW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LVW. Any subsequent, direct communication by LVW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. LVW does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LVW’s website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. We grant you a limited, non-transferable right to view, store, bookmark, download and print pages of the Site solely for your personal, non-commercial purposes, provided that if you copy any materials from the Site, you must not remove any copyright or other proprietary notices from such copies.  The Site and all of its contents (including, but not limited to, text, graphics, audio clips, logos, buttons, images, downloads, data compilations, software, icons, html codes and xml codes), as well as all copyright, trademark and other rights therein, are owned by our Firm or its third-party information providers and are protected by United States and international intellectual property laws.

Important award and accolade disclosure(s):

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Awards are not indicative of the Firm’s future performance. Neither the Firm nor the recognized adviser paid a fee for the awards listed below.

Award criteria:
Barron’s: Rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.

Financial Times Top 300 advisory firm (“FT300”): Selection is based on the FT’s views of the performance of advisory firms reporting to the SEC $300 million or more assets under management (“AUM”) in six primary areas, including: AUM, asset growth rate, the firm’s years in existence, SEC compliance record, industry certifications of key employees and online accessibility. AUM and asset growth comprise roughly 80-85% of the advisor’s score. The FT300 is presented as an “elite group” rather than a competitive ranking of 1 to 300.

Forbes America’s Top Wealth Advisors 2017: Forbes considers client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

SEC Registration:
For information related to our registration status, please refer to the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov, which contains the most recent version of our Firm’s Form ADV.

Reference to registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services described on the Site or that the Firm has attained a level of skill or training.

Your Right to Use the Site:
We grant you a limited, non-transferable right to view, store, bookmark, download and print pages of the Site solely for your personal, non-commercial purposes, provided that if you copy any materials from the Site, you must not remove any copyright or other proprietary notices from such copies.

Form ADV Filings

LVW Disclosure Brochure 2018