About Lefavi Wealth Management

Lefavi Wealth Management is a private wealth management firm with over 40 years of experience serving clients in Salt Lake City, Utah. The company prioritizes personalized service and tailored investment strategies to meet the unique goals and risk tolerance of each client. As an independent firm, Lefavi Wealth Management offers customized financial products and investment strategies. Clients have reported positive experiences with the firm's advisors, who are described as knowledgeable, helpful, professional, and personable. They are praised for their accessibility, quick response times, and ability to explain complex financial concepts in an understandable way. Lefavi Wealth Management takes a holistic approach to financial planning, working closely with clients to develop comprehensive strategies for retirement planning, investment management, and estate planning. They are committed to building long-term relationships with clients and helping them achieve their financial goals. The firm has also helped families find financial freedom to invest in real estate and remodel their homes, and has taken the extra mile in coaching teenagers on setting up accounts and saving early. Clients have expressed great respect and appreciation for the Lefavi team, who have always been focused on protecting their investments long-term and helping them grow. The team's communication is precise and understandable, substantially increasing clients' understanding of investment logic and dynamics.

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Reviews for Lefavi Wealth Management

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Jun 2025
We have been with Lefavi for many years in taking care of a 401(k) from a previous employer. We have great respect and appreciation for their team. The team has always been focused on protecting our investments long-term and helping them to grow. And they don’t get commissions for 'selling' us different investments or transferring our funds.

Also, the Lefavi team doesn’t have a narrow view of just the 401(k) – instead, they look at the whole financial picture, considering Social Security, inflation, taxes, health, and clear ‘what-if’ projections for a future retirement that is funded and safe.

In recent years we have worked with Jeff, and...read full review
May 2025
I have engaged Lefavi for many years and have been impressed with the assistance I have received in managing my funds. You may think I have a surplus, I do not but with their help I have been able to manage and maintain a healthy financial position.
May 2025
I chose to partner with Lefavi years ago, after several years of disastrous failures as manager of my own portfolio. They have since provided intelligent, informed and skilled management of our little portfolio and the confidence and peace of mind that come with it. Lefavi's precise and understandable communications have substantially increased my own understanding of investment logic and dynamics, such that I am better able to understand and appreciate exactly what they do for me. I heartily recommend Lefavi Wealth Management to anyone looking for capable and trustworthy management of their assets.