Your investments, taxes, and estate.
One team, one plan.
Independent, fee-only wealth management for Utah families since 1980.
A no-cost, no-obligation look at how your investments, taxes, and estate plan work together, and where they don’t.
The Lefavi Process
Through close collaboration, Lefavi Wealth Management works through a process of creating a successful and comprehensive financial strategy that is tailored specifically to individual client’s needs and ambitions.
1. Learn
We take the time to dive deep into your financial situation. It all matters. Our holistic approach looks at the big picture, as well as the small details.
2. Model
Using industry-leading software, we generate a model based on your information. From this we create a personalized plan to meet your objectives.
3. Educate
We explore different outcomes by adjusting the model with you, in real-time. This educates us on how changes today will affect your wealth tomorrow.
4. Strategize
Our team will continue to analyze, tweak, and fine-tune your new financial plan. Using this information we will build your custom portfolio to match your personal risk tolerance, income needs, and goals.
5. Invest
Our goal is to grow your account as much as possible, while minimizing risk and taxes. We provide you with meaningful updates on the status of your portfolio, with a collaborative approach.
6. Review
We meet and review your account to make sure the plan is working. Assessing any new information, and make adjustments to optimize the performance of your portfolio and long-term plans.
No Hidden Fees
We don’t offer any commission-based products, and there will never be hidden costs or charges associated with the services that we provide for you.
Work With Lefavi
One conversation. A clear picture of where your investments, taxes, and estate plan stand, and a plan you can act on, whether you work with us or not.
Request a Private Wealth ReviewPrefer to talk first? Call 1-800-998-2427
Lefavi Blog
SEP IRA vs. Solo 401(k): Which One Actually Builds More Wealth?
Most business owners treat the business as the retirement plan. Sell it someday, live off the proceeds. That works until it doesn’t. A buyer falls through, a partner wants out early, or the business simply stops growing the way it used to. A retirement account outside the business is the plan that doesn’t depend on…
529 vs. UTMA vs. UGMA: A Family’s Guide to Gifting, Control, and Taxes
People think of these as college accounts. For a family with money to pass down, they do more than that. A 529, a UTMA, and a UGMA are three ways to move wealth to your kids and grandkids. They handle taxes and control very differently, and that difference is the whole decision. Every grandparent wants…
Holistic Financial Planning for Millennials: Plan Smarter, Live Better
Nearly 95% of Millennials are not saving enough for retirement, according to the National Institute on Retirement Security. This troubling reality highlights a significant financial gap for the generation now entering its peak earning years. Are you a Millennial feeling behind on saving, investing, or planning your future? You are not alone. Yet, you don’t…
