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Lefavi Wealth Management

4.8

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

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 3:00 p.m.
SatClosed
SunClosed
4.833 reviews
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Frequently asked questions about Lefavi Wealth Management

How is Lefavi Wealth Management rated?

Lefavi Wealth Management has a 4.8 star rating with 33 reviews. 

When is Lefavi Wealth Management open?

Lefavi Wealth Management is closed now. It will open on Monday at 9:00 a.m. 

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