A TEAM OF PROFESSIONALS IN YOUR CORNER AS PARTNER COLLEAGUES.
Let us handle your day-to-day financial management and operations, so you can dedicate your time to serving your clients and scaling your business.
Our team actively manages your clients’ portfolios, monitoring real-time market events and their potential impact from market open to close.
Business & Planning Consulting
Our team offers one-on-one consulting for business growth strategies or financial planning insight for client portfolios.
Marketing Strategy & Support
Think of us as your dedicated marketing team, working to craft and amplify your message with your current and potential clients.
At LVZ, we empower financial planners with active account management. Our collaborative team, including the LVZ Investment Committee, strategically positions portfolios for market shifts and resilience. This agility lets us respond swiftly to economic events and market changes, giving us an edge in managing portfolios effectively.