Wealth Management
Protect your wealth with Lefavi.
Serving People Like You
We know that every person is different and has different goals. We’re serving individuals and families interested in preserving what they’ve already earned, and investing for the future. Who does that include? At Lefavi Wealth Management we serve a wide range of clients including families, business owners, retirees, corporate executives, inheritance and settlement recipients.
Business Owners & Executives
We assist you with maximizing your income, estate, tax, long-term wealth, cash flow, benefits planning and more to protect your business, and your family assets.
Inheritance & Settlements
Our financial advisors work hard to help you discover how new funds can be successfully integrated into your overall financial plan.
Families
We work with families to develop long-term strategies for preserving and distributing family wealth in a manner that preserves your wealth and important relationships.
Retirees
We assist retirees in implementing long-term investment strategies that help them live life now, and also live the life they’ve been planning for in the future.
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.
The Lefavi Difference
You’re unique. Your journey, your career, your family, your aspirations, and your goals. You are more than just your portfolio, and that’s what makes us unique. We take a holistic approach to wealth management, taking into account everything that makes your life, a life. Experience the difference our approach makes.
Holistic
Planning for peace of mind in the future, requires a careful analysis of everything that might be impacting your financial health. That means looking at more than just your portfolio.
No Hidden Costs
We don’t offer any commission-based products, and there are no hidden costs or charges associated with the services that we provide for you. We collect a single, simple fee each quarter—and nothing else.
Transparent
What does being transparent mean to you? To us, it means that our clients can expect honest, open communication, regarding everything our advisors do, period.
Collaborative
We strive to form long-term relationships with our clients, based on trust and collaboration. Through collaboration, we are able to optimize your financial planning and help you achieve your goals.
Educational
We take an educational approach to investment planning, because the more you understand your portfolio and your investment strategy, the stronger our relationship and outcomes will be.
Work With Lefavi
To get in touch with a representative, fill out the form below or call 1-800-998-2427.
