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A Team You Can Trust

Proudly Serving Our Customers Since 1980.


Lefavi Wealth Management is a private wealth management firm founded by Bruce Lefavi to focus on people, not transactions. We’re independent, which means that we have the freedom and the flexibility to assist our clients in choosing the investment strategies and financial products that work best for them.

40+

Years in Business

$300M+

Managed Assets

5

Licensed Reps

“Our process is different, because we’re different. We invite you to experience wealth management and financial planning in a way that exceeds your expectations!”

Focused on you.


Lefavi Wealth Management is a private wealth management firm founded by Bruce Lefavi to focus on people, not transactions. We’re independent, which means that we have the freedom and the flexibility to assist our clients in choosing the investment strategies and financial products that work best for them.

Work With Lefavi

To get in touch with a representative, fill out the form below or call 1-800-998-2427.