Our Approach

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 worked with clients to help them achieve their goals. Our clients know what to expect from their advisors and investments. In part, this predictability is a result of the company’s systematic approach to financial management.

Our advisors dedicate the time necessary to ensure they truly conceive what is important to their clients. 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.