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Success for LVM clients comes in many forms. Some clients require absolute returns. Others need a specific level of income to meet living expenses, while other clients are looking first to stay ahead of inflation, but can tolerate annual volatility. Planned charitable giving, tax-efficient generational wealth transfers, retirement savings projections, insurance analysis, estate-planning guidance, and minimizing taxes are other common objectives.

We take great care in collectively working with clients to articulate expectations, objectives, special circumstances, and risk tolerance level. The information gleaned from this process is written into a Personal Investment Policy Statement—a living document that, when integrated with a Personal Wealth Plan, becomes the core documentation of our wealth management relationship.

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