Our investment professionals team with our financial planners to design comprehensive financial plans and investment portfolios, which are specific to each of our client’s unique circumstances and objectives. Regular collaboration with estate planning attorneys, CPAs, and other professionals allows us to make recommendations for estate planning, charitable planning, and estate tax reduction strategies which may also be beneficial to our clients.

P 800.488.2036   |    F 877.321.8126
7840 Moorsbridge Road, Portage, Michigan 49024

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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LVM Capital Management is a fee-only wealth management firm

As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.