Lorence & Vander Zwart (LVZ) Financial Planning offers hyper-personalized expertise in personal financial planning, seamlessly integrating life and finance matters for clients. Their team of financial professionals excels in tax and estate planning, cash flow management, insurance, investments, and retirement planning, tailoring bespoke solutions for each individual.
For financial advisors, LVZ serves as a dedicated back office, managing portfolios in real-time and allowing advisors to focus on client relationships. Established in 1960, LVZ has grown from a mutual fund firm to a provider of custom-crafted strategies and proprietary investment solutions, managing multi-million-dollar portfolios with a team boasting over a century of combined market experience.
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