With comprehensive expertise in tax and estate planning, cash flow management, insurance, investments, and retirement planning, our team of financial professionals assess each facet, curating a solution and strategy for you.
Our team of financial professionals become your dedicated back office, meticulously overseeing portfolios in real-time, while granting you precious time to focus on what truly matters – your clients.
a hometown team with proprietary investment solutions
In 1960, we started as a small firm that sold mutual funds. Since then, we’ve evolved to managing multi-million-dollar portfolios and tailoring bespoke financial strategies for our clients.
Our team approach to planning brings over a century of combined experience in the markets. LVZ offers active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.