Professionals
>
Salt Lake City
Lefavi Wealth Management

Lefavi Wealth Management

Lefavi Wealth Management

Legal

Salt Lake City, Salt Lake

Social

Services offered

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. 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.

Wealth management
Financial planning
Tax planning
Estate planning
Investment strategies
Approximate rate: Not specified

Experience

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.

Education

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.

Professionals in the same Legal sector as Lefavi Wealth Management

Professionals from different sectors near Salt Lake City, Salt Lake

Jobs near Salt Lake City, Salt Lake

  • The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. · ...

    Salt Lake City

    1 month ago

  • We are seeking an Analyst to join our Asset & Wealth Management team in Salt Lake City. As a junior product specialist, you will assist senior team members in driving commercial strategy, capital formation & client engagement. · Support content development for existing client and ...

    Salt Lake City, UT

    2 weeks ago

  • As part of one of the world's leading asset managers with over $3 trillion in assets under supervision you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relati ...

    Salt Lake City

    2 weeks ago

See jobs in Salt Lake City, Salt Lake