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Lefavi Wealth Management
- Financial Services
- Millcreek, UT
About this business
Specialties At Lefavi Wealth Management, we offer services for wealth preservation, wealth enhancement, wealth protection, and charitable giving. We primarily serve corporate executives, retirees, multi-generational families, as well as inheritance and settlement recipients. Our investment philosophy, though not excessively cautious, takes a conservative a prudent approach to financial management. Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversificat... read more
Location details
2323 Foothill Dr #100, Ste 100, Millcreek, UT, 84109, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedJeff Kemp Financial Advisor for Lefavi WM has presented himself and his business strategies in our professional chapter many times. Many of the members of the group have given top reviews on the service and expertise he has provide for us. You will be pleased with his complete focus on your needs. I will continue to refer him to my most trusted friends and associates.
Frequently asked questions about Lefavi Wealth Management
How is Lefavi Wealth Management rated?
Lefavi Wealth Management has a 4.7 star rating with 27 reviews.
When is Lefavi Wealth Management open?
Lefavi Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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