Lefavi Wealth Management was founded in 1975 by Bruce A. Lefavi who since then has helped clients nationwide find safety in an unsafe world. Lefavi Wealth Management is an independent, financial planning firm that offers investment management and quality financial advice to our clients. We recognize that financial success and increased responsibility often go hand in hand. Our goal is to provide a complete wealth management solution that will meet your specific...

Bulletproofing is the exclusive approach developed by Mr. Lefavi and fully explained in his books.  All clients of Lefavi Wealth Management benefit from, and have their entire portfolio analyzed and structured according to, this comprehensive strategy. Modern Portfolio Theory: In 1990 Harry Markowitz, Merton Miller, and William Sharpe won the Nobel Prize for their work on this theory (nobelprize.org). Modern Portfolio Theory determines the amount of each...