Lorence & Vander Zwart traces its roots back 1960 when founder John J Lorence recognized the need for a comprehensive approach to financial planning. Beginning by examining each clients current financial position, John developed a plan that included not only a prudent investment strategy but also with insurance and in consideration of individual tax ramifications. John also insisted that his clients had updated wills, powers of attorney, trusts where appropriate, and other legal documents as recommended by their attorney.
John was joined in business by his son, Jim Lorence, in 1985. A few years later the firm began to make the transition from being compensated solely by commissions to a primary fee-based business. As the firm grew, Jim recognized the need to build a team and hired Ryan Vander Zwart in 1994. Together they grew the business, moved to their current location in January 2000 and hired additional team members to continually expand their client and advisory services.
Today, Lorence & Vander Zwart is an Investment Adviser registared with the U. S. Securities and Exchange Commission that manages assets under management of approximately 100 million dollars. They have over 40 solicitors in 29 states referring clients to LVZ for their active portfolio management. LVZ is also proud to be currently listed on the recognized selling list for 3 broker dealer firms.