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Lefavi Wealth Management

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Lefavi Wealth Management

Overview:

Lefavi Wealth Management is an independent, financial planning firm that offers investment management and quality financial advice to our clients. We recognize that financial success and increased responsibility often go hand in hand. Our goal is to provide a complete wealth management solution that will meet your specific needs. We pride ourselves on providing wealth management services that simplify your financial life and help you achieve your financial goals.

In addition to providing top-notch investment management, we strive to protect our clients by identifying potential needs or problems, creating solutions and making it easy for our clients to implement those solutions. Each client’s portfolio will be personalized according to their specific needs and goals. At Lefavi Wealth Management we take a sophisticated long-term approach to investing with a comprehensive asset allocation strategy that we call the Bulletproofing Approach. As part of the Bulletproofing Approach we will incorporate elements such as: estate, retirement, insurance, and tax planning strategies where needed.

Our independence allows our advisors to select the most suitable products for each client’s unique needs. With many years of business and financial planning expertise, and an in-depth knowledge of the products available in the market, our advisors are able to match the individual objectives and needs of our clients to personalized strategies and solutions which will ensure that the financial goals of each client are met.

History:

Lefavi Wealth Management was founded in 1975 by Bruce A. Lefavi who since then has helped clients nationwide find safety in an unsafe world.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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