Founded in 1980 by Bruce Lefavi, Lefavi Wealth Management is an independent financial advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The company offers a range of services including investment management, retirement planning, estate planning, and insurance analysis. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment approach and personalized service, free from the conflicts of interest often associated with commission-based advisors.

Founded in

United States