Lefavi Wealth Management

At First Western Advisors, we offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. We provide personalized planning for your financial goals.

Elevated Retirement Group is a trusted retirement planning firm based in Sandy, UT. With a team of competent and trustworthy professionals, they work closely with pre-retirees and retirees to develop clear and secure financial retirement plans, helping clients navigate the complexity of retirement with confidence. Driven by a deep understanding of their clients' motivations and financial decisions, Elevated Retirement Group takes a team approach to close the gaps between current status and future retirement goals, ensuring wise decisions are made concerning wealth. With their expertise and personalized approach, they provide the guidance and support needed to achieve a successful retirement.Generated from the website

Strategic Planning Group, located in Bountiful, UT, is a comprehensive financial planning firm offering services such as portfolio management, investment council, and resources like 401k and IRA rollovers. Their team of advisors, including CEO Ryan Craner and others, provide insightful articles and newsletters to keep clients informed about market trends and investment strategies. With a focus on providing fee-based fiduciary services across all 50 states, Strategic Planning Group emphasizes the importance of long-term financial planning and prudent investment decisions. Their commitment to helping clients navigate market uncertainties and make informed financial choices sets them apart as a trusted partner in wealth management.Generated from the website