Lefavi Wealth Management
Financial AdvisingHours:
2323 Foothill Dr #100, Salt Lake City UT 84109 Hours
Most Recent Reviews
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.
February 2025
Jay Greenburg is very knowledgeable and easy to understand. He has done a great job for us and several of my family and friends use and trust him!
February 2025
Jeff Kemp is our agent, and he is really helpful and patient with our questions. He explains everything simply and understandably. We are happy with the results of our account, also.
More Comments(25)
About Lefavi Wealth Management
Lefavi Wealth Management is a trusted private wealth management firm with over 40 years of experience serving clients, predominately based in Salt Lake and many others across the country. We prioritize personalized service and tailored investment strategies to put clients first. As an independent firm, we provide customized portfolios and investment strategies to meet clients' unique goals and risk tolerance. We take a holistic approach to financial planning, working closely with clients to develop comprehensive strategies for retirement planning, investment management, and estate planning. At Lefavi, we are committed to building long-term relationships with clients to help them achieve their financial goals and secure their future.
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