After years working for larger firms, Joe found an opportunity to provide customized planning in a comprehensive way through a partneship with LVZ Investment Management.

Offering proactive account-management, LVZ’s seasoned professionals remain actively involved in managing your assets, from market opening to close. They vigilantly scrutinize real-time market events and their potential influence on your portfolios.

Explore LVZ’s diverse portfolio strategies, encompassing asset allocation, tactical, and income strategies, partnered with a holistic financial plan from our team.