Lefavi Wealth Management

Lefavi Wealth Management is a registered investment advisor that has been in business since 1980. The firm provides investment management and financial planning services, helping clients set financial goals, create investment portfolios, and plan for retirement, education, charitable giving, and estate needs. Lefavi Wealth Management uses modern portfolio theory to build globally diversified portfolios primarily using mutual funds, exchange-traded funds, and alternative investments such as non-traded real estate investment trusts. The firm operates with discretionary authority, meaning it makes trades on behalf of clients based on agreed-upon strategies. Lefavi Wealth Management is affiliated with a broker-dealer, and its advisors are dually registered, which can create conflicts of interest regarding product recommendations and commissions, though the firm takes steps to mitigate these conflicts.