LRVS Advisory Group
- Company typePrivate
- Founded2012
- HeadquartersHingham, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
LRVS Advisory Group firmographics
Firmographics- Name
- LRVS Advisory Group
- Legal name
- Fortis Capital Advisors, LLC dba LRVS Advisory Group
- Website
- https://lrvsadvisory.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where LRVS Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Hingham
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
LRVS Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Under Management (AUM) Fees: Tiered fee structure based on assets held under management. Clients pay fees based on the value of investments managed on their behalf.
- Financial Planning Fees: Flat annual fee for financial planning services, separate from investment advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Financial Planning - Flat Annual Fee |
| Subscription | Annual | Investment Advisory - Tiered AUM Fee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
LRVS Advisory Group product offering
Product offeringCore offering
LRVS Advisory Group provides personalized financial planning and wealth management services to high-net-worth individuals, families, and corporate professionals, with particular specialization in the biotech, pharmaceutical, and life sciences sectors. Offerings integrate financial planning, investment management, retirement planning, sudden wealth management, divorce financial advisory, and specialized services including 10B5-1 plan design and equity compensation advisory (ISO, RSU, NQO, ESPP) for executives. Following the February 2025 merger with Fortis Capital Advisors, LLC, the team delivers advisory services under the Fortis platform while retaining the LRVS brand.
Product overview
LRVS Advisory Group operates as a financial advisory firm offering an integrated suite of wealth management services centered around a 'Family CFO' approach. The core offerings include Financial Planning, Wealth Management, Retirement Planning, and specialized services for biotech/pharma/life sciences professionals. Specialized offerings encompass Sudden Wealth Management, Divorce Financial Advisors, Company Benefit Planning, Executive Financial Planning, and 10B5-1 Plan services. The firm serves high-net-worth individuals, corporate professionals, and executives, particularly those in the biotech, pharma, and life sciences sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning framework integrating personal, professional, and financial areas of clients' lives. Includes current financial snapshot, risk management, wealth accumulation, tax control, retirement planning, and legacy planning, targeted at high-net-worth individuals and corporate professionals in the Greater Boston area.
- Professional Wealth Management Professional portfolio management and investment services for executives and high-net-worth individuals. Includes 401(k) diversification analysis, alternative investments, and tax-efficient investment strategies, built around clients' goals, family, and life priorities.
- Retirement Planning Retirement income planning services including Social Security optimization, income gap analysis, distribution strategies, and sustainable withdrawal rate planning for individuals nearing or in retirement.
- Sudden Wealth Management Specialized advisory services for managing sudden wealth events including IPOs, business sales, inheritances, divorce settlements, and lottery winnings, providing financial planning, tax mitigation, and investment strategy for newly affluent individuals.
- Divorce Financial Advisors Financial planning services for individuals navigating divorce, including asset division strategy, tax implications analysis, and post-divorce wealth rebuilding for clients whose personal financial lives are being restructured.
- Corporate Executive Financial Planning & Company Benefits Analysis and optimization of employer benefits and financial planning for corporate professionals and executives, including 401(k) strategies, deferred compensation, stock options, executive compensation packages, 10B5-1 plan creation and execution, and severance/benefits negotiation during job changes.
- Biotech, Pharma & Life Sciences Wealth Management Specialized wealth management services for professionals in biotech, pharmaceutical, and life sciences sectors, including equity compensation advisory (ISO, RSU, NQO, ESPP), ongoing stock plan management, blackout period management, and pre-IPO planning.
- 10B5-1 Plan Creation and Execution Executive trading plan design and management for corporate insiders subject to blackout periods, including plan structuring around vesting schedules and tax bracket optimization to convert ordinary income to long-term capital gains treatment.
Quantifiable outcome
- Properly designed 10B5-1 plans can save clients significant taxes by converting ordinary income tax to long-term capital gains tax
- +2 more outcomes
Companies that use LRVS Advisory Group
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
LRVS Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
LRVS Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Accountants, Estate Attorneys, Mortgage BrokersminorLRVS integrates a network of recommended professionals including accountants, estate attorneys, and mortgage brokers to ensure comprehensive financial planning. These are not formal partnerships but recommended professional relationships for clients.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
LRVS Advisory Group competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat3 records
Customer concentration
LRVS Advisory Group social profiles
Digital presenceLRVS Advisory Group compliance and trust
Trust signalCompliance7 records
LRVS Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
LRVS Advisory Group leadership team
Management profileNumber of profiles
Profiles8 records
LRVS Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LRVS Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LRVS Advisory Group
What does LRVS Advisory Group do?
LRVS Advisory Group provides personalized financial planning and wealth management services to high-net-worth individuals, families, and corporate professionals, with particular specialization in the biotech, pharmaceutical, and life sciences sectors. Offerings integrate financial planning, investment management, retirement planning, sudden wealth management, divorce financial advisory, and specialized services including 10B5-1 plan design and equity compensation advisory (ISO, RSU, NQO, ESPP) for executives. Following the February 2025 merger with Fortis Capital Advisors, LLC, the team delivers advisory services under the Fortis platform while retaining the LRVS brand.
Is LRVS Advisory Group a public or private company?
LRVS Advisory Group is a private company. It is classified as corporate owned and is currently operating.
When was LRVS Advisory Group founded?
LRVS Advisory Group was founded in 2012. It employs 1 to 10 people.
Where is LRVS Advisory Group based?
LRVS Advisory Group is headquartered in Hingham, United States, in the North America region.
How does LRVS Advisory Group make money?
Two revenue lines are on record. Asset Under Management (AUM) Fees are the primary driver. The others are financial Planning Fees.
Does LRVS Advisory Group have an API?
No public API is recorded for LRVS Advisory Group.