Client Relationship Summary


We saw a need for financial planning and money management services that are tailored specifically to each client’s unique needs—so we created LVZ. We’ve since grown to nearly $850 million in assets across the country.


Driven by our mission to deliver peace of mind for whatever comes next, our unique financial planning services are designed to provide a comprehensive model for every intersection of life and money. With a team of highly skilled and compassionate financial professionals, we work diligently to integrate your financial goals, aspirations, and challenges into a holistic strategy for individuals and businesses.


We’re a local firm with a hometown atmosphere that has the horsepower of a larger company—something that wouldn’t be possible without the help of our talented team. From our investment process to how we curate financial plans, our team approach provides broader perspective and insight. 

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