Welcome to Lefavi Wealth Management

Successful business owners and other prosperous individuals want good information and the ability to plan for their futures. For nearly 40 years, Lefavi Wealth Management has often produced consistent, favorable results for a number of our clients. Our clients know what to expect from their advisors and investments. In part, this predictability may be a result of the company’s systematic approach to financial management.

Meet with an advisor
DISCOVERY

Together we’ll take an in-depth look at your current investments, obligations, and goals. Here we will help you define what true happiness means to you and develop a plan that will help you obtain it.

INVESTMENT PLANNING

Based on the results of our Discovery Meeting, we’ll build, and then present a formal investment plan.

MUTUAL COMMITMENT

After you’ve had time to review, research, and compare our investment plan, we’ll formalize our relationship through a clear, concise agreement.

REGULAR PROGRESS

We’ll meet regularly to review progress and discuss implementation of the advanced plan.

Inspire Greatness

  • Every day is a new series of adventures–around the next corner may lie the event that will change your life […]

    Image of Bruce Barton
    Bruce Barton
  • When 99% of people doubt your idea, you’re either gravely wrong or about to make history […]

    Inspirational Quotes | Scott Belsky
    Scott Belsky
  • Excuses are so undignified and they don’t absolve you anyway. Why bother making them […]

    Inspirational Quotes Elizabeth Taylor
    Elizabeth Taylor
  • I am not a product of my circumstances. I am a product of my decisions […]

    Inspirational Quotes Stephen Covey
    Stephen Covey
  • The price of greatness is responsibility […]

    Inspirational Quotes Winston Churchill
    Winston Churchill
  • Character cannot be developed in ease and quiet. Only through the experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved […]

    Inspirational Quotes Helen Keller
    Helen Keller
  • Courage is the most important of all the virtues because without courage, you can’t practice any other virtue consistently […]

    Inspirational Quotes Maya Angelou
    Maya Angelou
  • Go confidently in the direction of your dreams. Live the life you have imagined […]

    Inspirational Quotes Henry David Thoreau
    Henry David Thoreau
  • Energy and persistence conquer all things […]

    Inspirational Quotes Ben Franklin
    Benjamin Franklin
  • There is no passion to be found playing small–in settling for a life that is less than the one you are capable of living […]

    Inspirational Quotes Nelson Mandela
    Nelson Mandela
  • Without ambition, one starts nothing. Without work, one finishes nothing. The prize will not be sent to you. You have to win it […]

    Inspirational Quotes Ralph Waldo Emerson
    Ralph Waldo Emerson
  • Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential […]

    Inspirational Quotes John Maxwell
    John Maxwell

Our Investment Philosophy

Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversification, and custom rebalancing.


  • Lefavi Wealth Management
  • Grayscale Yelp Logo
  • Grayscale SIPC Logo
  • MRSB Logo in Grayscale
  • Vimeo_LefaviWealthManagement
  • YouTube Logo for Lefavi Website

© 2015 Lefavi Wealth Managment. All Rights Reserved. Powered by Lefavi Wealth Management. Created by Ambit Brands.