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.

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.