Lefavi Wealth Management

Lefavi Wealth Management Book a free consultation with one of our wealth advisors.

Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversification, and custom rebalancing.

What brings you joy? We love being able to be even a small part of helping families to create the future of their dreams...
05/28/2026

What brings you joy?
We love being able to be even a small part of helping families to create the future of their dreams for their families.
Meet our team, let’s connect, and talk about what brings you joy,
www.lefavi.com/meet-the-team/

The trolley. The tabernacle choir. The museums. The parks. The culture. The scenery. It’s all here in the Salt Lake City...
05/21/2026

The trolley. The tabernacle choir. The museums. The parks. The culture. The scenery. It’s all here in the Salt Lake City area, and we are blessed to call it home.
Explore more here: https://www.visitsaltlake.com/

With summer coming in hot, how are you and your family prepared to live it to the fullest, without derailing your financ...
05/14/2026

With summer coming in hot, how are you and your family prepared to live it to the fullest, without derailing your financial plans?
Try the 50/30/20 rule!
50% of income to needs, 30% to wants (summer fun), and 20% to savings or debt!

What is the biggest surprise that most families face financially? To start, not understanding what it takes to plan for ...
05/07/2026

What is the biggest surprise that most families face financially?
To start, not understanding what it takes to plan for retirement, life insurance, and their children’s education.
We are holistic financial planners, which means that we look at your family’s ENTIRE financial picture.
Learn more here:
www. lefavi.com/financial-planning-salt-lake-city/

The weather just begs us all to get outside! We’re blessed with miles of trails and urban options for enjoying the best ...
04/30/2026

The weather just begs us all to get outside! We’re blessed with miles of trails and urban options for enjoying the best that this area has to offer!
Explore more here: https://www.visitsaltlake.com/


Is it too late?There are many areas in life where we may find ourselves asking this question. Investing is one of them! ...
04/23/2026

Is it too late?
There are many areas in life where we may find ourselves asking this question.
Investing is one of them!

And to answer this question, a famous quote comes to mind.
"The best time to plant a tree was 20 years ago. The second best time is now."

All the world’s knowledge seems to be at our fingertips these days, but nothing beats having a real person that you can ...
04/14/2026

All the world’s knowledge seems to be at our fingertips these days, but nothing beats having a real person that you can ask questions!

Meet our team, let’s connect, and talk about your financial future!
www.lefavi.com/meet-the-team/

Every spring, we get to start over, and discover new ways to grow! How will your financial future benefit from the thing...
04/02/2026

Every spring, we get to start over, and discover new ways to grow!
How will your financial future benefit from the things you are doing today?

Learn more about our holistic process here: www. lefavi.com/financial-planning-salt-lake-city/

What’s a big mistake families often make every spring? Neglecting their financial spring cleaning! Insurance, recurring ...
03/26/2026

What’s a big mistake families often make every spring?
Neglecting their financial spring cleaning!
Insurance, recurring subscriptions, memberships and more, take a moment to review your expenses and do a little housekeeping.

Mud season can put a damper on your outdoor adventures, so why not take the time to explore our glorious urban jungle, o...
03/16/2026

Mud season can put a damper on your outdoor adventures, so why not take the time to explore our glorious urban jungle, or our local parks with your family?

Here are some ideas:
Liberty Park
Memory Grove Park
Sugar House Park
Washington Square Park


Address

2323 S Foothill Drive Ste 100
Salt Lake City, UT
84109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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