U.S. News and World Report | How to Shift the Way You Think About Managing Money

"If I was going to advise people where to trim, the first places I would look are the areas that bring no joy to the client," says Jessica Grande, a Senior Client Advisor with Levatus Wealth Services, a wealth management firm in Boston.

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Providence Busines News | LEVATUS Leads Change in a Traditional Industry

Our approach thinks of wealth from a big-picture perspective and, because of this perspective, actively integrates the math of successful investing with the science on what best enables human happiness.

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Weston Town Crier | Female Executive Joins Board of Innovative Education Non-Profit

"I am honored to be a part of an organization with such energy and purpose," Susan said. "One Bead's deep understanding of 'the power of empowering' has allowed them to build an amazing program."
 

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Babson Magazine | News, Notes + Nods

Jessica and LEVTAUS were recently featured in the Babson Magazine Winter 2018 edition.  Jessica graduated from the F.W. Olin Graduate School of Business at Babson College in 2012. 

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Friends of Boston's Homeless | Building a Better Future

LEVATUS was thrilled to support Friends of Boston's Homeless Building a Better Future event on February 8, 2018. It is an amazing organization where purpose and action shine a bright light on the power of empowering.

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New England Real Estate Journal | Real Estate Clients are Deeply Misunderstood by Wealth Managers

Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on diversification and tilts toward liquidity.

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The Boston 100 | The Power and Potential of Simplicity and Purpose

Susan Dahl, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.

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EconoTimes | LEVATUS Wealth Services Embraces a Different Approach

Susan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth management. She knew there was another way – one that delivered a more purposeful, transparent and joyful financial journey.

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