LVBW Wealth Management LLC, founded by the original partners of Lougen, Valenti, Bookbinder & Weintraub LLP, offers a complete line of financial services to individuals. Click here to visit the LVBW Wealth Management website.
Whether you are seeking financial security, working to preserve assets and income or planning to transfer wealth to the next generation, choosing a financial planner may be one of the most important decisions you make.
SERVICES FOR INDIVIDUALS
SERVICES for BUSINESS
LVBW Wealth Management will help businesses set up employee medical and dental plans, New York State disability, flexible benefit and 125 plans, group life and disability, and long term care insurance.
WORKING TOGETHER toward a COMMON GOAL
LVBW Wealth Management is an independent firm that works with many insurance and investment companies to ensure that we meet your needs. Since we do not represent any particular company, we are free to explore the market for the most suitable products for our clients.
LVBW and Cadaret Grant are separate entities.