Business Description

Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded by Bruce Lefavi in 1980, we have been helping high net worth individuals plan for and protect their futures for nearly four decades. We provide full wealth management, a service much more comprehensive than traditional financial consultation. With a focus on people and not on transactions, we examine and enhance all areas of an individual's wealth. Our unique network of professionals, which includes attorneys, accountants, and insurance professionals, holistically assesses all areas of financial well-being, from healthcare to home ownership. As an independent advisory group, Lefavi Wealth Management provides unbiased financial guidance. With our own Registered Investment Advisory (RIA) and Broker-Dealer, we answer to no one but our clients. Our advisors have the freedom and the flexibility to assist our clients in selecting a vehicle that will best suit their financial position. Incorporating our decades of experience, we have developed a systematic approach to wealth management. This system is the codification of the "bulletproof" approach Bruce Lefavi has successfully applied for over 30 years. The execution of this system has allowed the company to avoid financial fads and investment whims.

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