67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
The Art of Serious Investing is a Commitment
Any wealth manager can tell you what they think.
We built LVW Advisors to show you what we believe.
Barron’s Hall of Fame Advisor awarded October 2019. This award is not based on a particular time period; rather, it acknowledges advisors who have appeared in Barron's annual Top 100 Advisor rankings for 10+ years. No payments were made in connection with promoting this award.
Barron’s Top 100 Women Financial Advisors awarded July 2025 based on data provided by LVW Advisors for the time period April 1, 2024 through March 31, 2025. LVW Advisors paid a fee for promotional materials.
Barron’s Top 1200 Financial Advisors awarded March 2025 based on data provided by LVW Advisors for the time period October 1, 2023 through September 30, 2024. LVW Advisors paid a fee for promotional materials.
Forbes’ America’s Top Women Advisors awarded February 2026 based on data provided by LVW Advisors for the time period June 30, 2024 through June 30, 2025. LVW Advisors paid a fee for promotional materials.
Forbes’ America’s Top Women Advisors awarded February 2026 based on data provided by LVW Advisors for the time period June 30, 2024 through June 30, 2025. For the purposes of this ranking, New York State excludes New York City. LVW Advisors paid a fee for promotional materials.
Forbes America’s Top Wealth Advisors awarded April 2025 based on data provided by LVW Advisors for the time period July 1, 2023 through June 30, 2024. LVW Advisors paid a fee for promotional materials.
Forbes Best-in-State Wealth Advisors awarded April 2025 based on data provided by LVW Advisors for the time period July 1, 2023 through June 30, 2024. LVW Advisors paid a fee for promotional materials. For purposes of this ranking, New York State excludes New York City.
No payments were made in connection with receiving these awards. Please see additional information and disclosures here.
What motivates you?
We start every relationship by taking out a clean sheet of paper and asking you insightful questions to get to know you and understand the purpose of your money. Our objective is to develop a goals-based plan driven by your dreams.
Who We Serve
Individuals & Families
We know that with considerable wealth comes complexity. Our overarching goal is to address our clients’ complex needs and goals through a simple yet powerful process. As part of our holistic approach, we integrate comprehensive financial planning, long-term objectives and an action plan to help get our clients where they want to be.
Institutions
For more than three decades, the team at LVW has helped institutions and nonprofits feel confident in their financial plan while implementing mission-driven asset management strategies. With our support, organizations can reduce the burden of managing the financial aspects of their work and free up resources to put toward their core mission and making an even greater impact.
States Served
Dedicated Employees
$ Billion AUM as of 12/31/24
Years Serving Clients
Investing in Infrastructure: Exploring a Transformative Opportunity
Our new Investing in Infrastructure white paper, developed by the LVW Advisors Research Team, examines why infrastructure has emerged as a compelling opportunity for today’s investors. This resource highlights several powerful, long‑term trends shaping the asset class and provides a clear overview of multiple ways to access infrastructure investments. In addition, it offers a balanced discussion of key risks, including regulatory developments and liquidity considerations, to help investors evaluate the asset class thoughtfully and confidently.
