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 helped our clients achieve their goals. 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 The Client Process Quarterly Newsletter
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.
Based on the results of our Discovery Meeting, we’ll build, and then present a formal investment plan.
After you’ve had time to review, research, and compare our investment plan, we’ll formalize our relationship through a clear, concise agreement.
We’ll meet regularly to review progress and discuss implementation of the advanced plan.
Every day is a new series of adventures–around the next corner may lie the event that will change your life […]
When 99% of people doubt your idea, you’re either gravely wrong or about to make history […]
Excuses are so undignified and they don’t absolve you anyway. Why bother making them […]
I am not a product of my circumstances. I am a product of my decisions […]
The price of greatness is responsibility […]
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 […]
Courage is the most important of all the virtues because without courage, you can’t practice any other virtue consistently […]
Go confidently in the direction of your dreams. Live the life you have imagined […]
Energy and persistence conquer all things […]
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 […]
Without ambition, one starts nothing. Without work, one finishes nothing. The prize will not be sent to you. You have to win it […]
Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential […]
Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversification, and custom rebalancing.