Communications

We believe that on-going communication is critical. Calls to LVM are always answered personally, rather than by an automated phone system. Our investment professionals schedule face-to-face meetings—as often or as little as necessary, depending on our clients’ desires and changing circumstances—and are always available for consultation via phone, Skype, or email. While each wealth management client has a primary planning contact and a primary investment contact at LVM, any team member can assist with questions, calls, or meetings if the primary contacts are not available.