Lefavi Wealth Management

Description

• Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded in 1980, we have been helping high net worth individuals plan for and protect their futures.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 individuals 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.Incorporating our decades of experience, we have developed a systematic approach to wealth management. 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.Lefavi Wealth Management is an investment advisor registered with the Securities and Exchange Commission. Registration does not imply any level of skill, training, aptitude or qualification. Bruce A Lefavi Securities Inc. Member FINRA and SIPC.
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  Headquarters:2323 South Foothill Drive , Salt Lake City, Utah, United States

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  Phone Number: +1 801-486-9000

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  Website: https://www.lefavi.com

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  Employees:14

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  Revenue:$10 - 50M

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  Legal Name:Lefavi Wealth Management

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• |  NAICS Code: 523920  |

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