Financial Advisors
Salt Lake City, UT
Lefavi Wealth Management is an independent financial advisory firm in Salt Lake City specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors, they provide personalized financial strategies designed to help clients build and preserve wealth across various life stages and market conditions.
Ideal for: High-net-worth individuals, Families planning for retirement, Business owners seeking wealth strategies, Investors wanting personalized management
Service area: Salt Lake City, Utah and surrounding areas
Independent Advisory Firm: Operates as an independent advisor without broker-dealer affiliation, allowing for unbiased recommendations tailored to client needs rather than product sales incentives.
Comprehensive Wealth Planning: Offers integrated financial planning services including retirement strategies, investment management, and tax-efficient wealth preservation for families and individuals.
Address: 2323 S Foothill Dr #100, Salt Lake City, UT 84109
Phone: (801) 486-9000
Website: lefavi.com
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