Strategy

New York Advisory Firm Joins Dynasty Platform

Harriet Davies Editor - Family Wealth Report October 19, 2011

New York Advisory Firm Joins Dynasty Platform

LVW Advisors, a newly-formed wealth management firm based in Rochester, NY, has joined Dynasty Financial Partners’ open architecture wealth management platform.

LVW was founded by Lori Van Dusen, who recently ranked among the top five female financial advisors according to Barron’s, with assets under advisory listed at $4.9 billion. The firm will offer asset allocation guidance, investment policy design, alternative investment selection, and wealth management planning. 

LVW opened earlier this month and is a member of Focus Financial Partners. Richard Kuren has also joined the leadership team.

The partnership with Dynasty is designed to give LVW access to Dynasty’s institutional research capabilities, as well as its broader wealth management platform.

 

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