We Are Committed To You
To make a positive impact on your life, we need to sit down and formulate a plan together. With a focus on people, not transactions, we work to examine and enhance all areas of your wealth. We spend ample time listening, learning, then analyzing your situation.
Transparent
We do not hide anything from our clients. Our clients can expect honest, open communication, regarding everything our advisors do, period.
No Hidden Fees
We don’t offer any commission-based products, and there will never be hidden costs or charges associated with the services that we provide for you.
Collaborative
Through collaboration we are able to optimize your financial planning and achieve your goals. This builds long-term relationships, based on trust.
The Lefavi Process
Through close collaboration, Lefavi Wealth Management works through a process of creating a successful and comprehensive financial strategy that is tailored specifically to individual client’s needs and ambitions.
1. Learn
We take the time to dive deep into your financial situation. It all matters. Our holistic approach looks at the big picture, as well as the small details.
2. Model
Using industry-leading software, we generate a model based on your information. From this we create a personalized plan to meet your objectives.
3. Educate
We explore different outcomes by adjusting the model with you, in real-time. This educates us on how changes today will affect your wealth tomorrow.
4. Strategize
Our team will continue to analyze, tweak, and fine-tune your new financial plan. Using this information we will build your custom portfolio to match your personal risk tolerance, income needs, and goals.
5. Invest
Our goal is to grow your account as much as possible, while minimizing risk and taxes. We provide you with meaningful updates on the status of your portfolio, with a collaborative approach.
6. Review
We meet and review your account to make sure the plan is working. Assessing any new information, and make adjustments to optimize the performance of your portfolio and long-term plans.
Lefavi Wealth Management
Building Financial Futures For Over 40 years
We’re committed to taking the best possible care of you,
by using our holistic approach.
We’ve been providing comprehensive, holistic wealth management services since 1980. Our passion is taking our knowledge and experience, and empowering our clients with it. We are a private and independent wealth management firm. Which means, we have the freedom and the flexibility to assist our clients in choosing the investment strategies and financial products that work best for them.
“We take the time to look at the big picture, because wealth management is about
much more than a portfolio.”
Work With Lefavi
To get in touch with a representative, fill out the form below or call 1-800-998-2427.
