Client Relationship Summary

custom crafted

strategies from

our team

Hyper-personalized expertise for the crossroads of life and finance, seamlessly integrated in your personal and professional matters.



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. 

portfolio process


team approach

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. 

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