CityBizList | Boston’s Newest Wealth Services Company Champions a Fresh, Simple and Joyful Approach

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City Biz List highlights LEVATUS' Fresh, Simple and Joyful Approach. 

LEVATUS was featured in an article on citybizlist.com which recognized how LEVATUS is breaking the mold of traditional wealth management with ground-breaking transparency exemplified by a flat fee; a proprietary process that reduces complexity to improve outcomes; and an approach that prioritizes purpose and meaning.

 

 

Jessica Grande