Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded by Bruce Lefavi in 1980, we have been...
Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded by Bruce Lefavi in 1980, we have been helping high net worth individuals plan for and protect their futures for nearly four decades. We provide full wealth management, a service much more comprehensive than traditional financial consultation. With a focus on people and not on transactions, we examine and enhance all areas of an individual’s wealth. Our unique network of professionals, which includes attorneys, accountants, and insurance professionals, holistically assesses all areas of financial well-being, from healthcare to home ownership. Lefavi Wealth Management is an investment advisor registered with the Securities and Exchange Commission. Registration does not imply any level of skill, training, aptitude, or qualification. Bruce A. Lefavi Securities Inc. Members FINRA and SIPC.