Sage Rutty

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisor serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first...

Who we are Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients’ best interests, a key factor in our 95+% client retention rate.