LFA Private Wealth Management

LFA Private Wealth Management is a financial planner in Novato, California, serving high net worth individuals, families, and business owners with comprehensive financial planning and wealth management services. The firm specializes in investment management, estate planning, retirement planning, tax-efficient asset management, life insurance, and alternative investments, all tailored to clients’ personal goals and risk tolerance. Founded in 2003 by advisors with decades of industry experience, LFA emphasizes a holistic, goals-based approach rooted in trust, integrity, and long-term relationships. With a 5.00 rating and strong client feedback, the firm is known for its fiduciary commitment and personalized service.

LFA Private Wealth Management builds its strategy around five core principles: Trust, Client Focus, Respect for the Individual, Teamwork, and Responsible Citizenship. The firm’s approach integrates comprehensive financial planning with active portfolio management, using customized asset allocation models that evolve with clients’ life stages and market conditions. Services include 401(k) company-sponsored retirement planning, Regulation D investments, annuities, real estate and energy investments, and conservation easements. The team, led by President Kevin Bartel and supported by experienced advisors and client service specialists, works collaboratively to deliver consistent, client-centered outcomes.

The firm is located at 438 Ignacio Boulevard in Novato, California, situated just a short walk from The UPS Store and Alameda del Prado, and within a half-mile of Loma Verde Elementary School and Arroyo San Jose. It lies about 0.3 miles from Redwood Highway, providing easy access from surrounding areas. The office is positioned along Ignacio Boulevard, a central corridor in the city.

With a strong reputation for integrity, personalized service, and long-term client relationships, LFA Private Wealth Management stands as a trusted partner in financial planning for Novato’s affluent and high net worth community. The firm’s commitment to holistic, goal-driven strategies has made it a reliable choice for those seeking sustainable financial success.