WickedLocal | Jessica Grande, West Roxbury resident, joins LEVATUS Wealth Services
Jessica Grande, a West Roxbury resident, recently joined Levatus, a newly launched wealth management company.
Grande is a member of the founding team and will serve as senior client adviser to Levatus’ clients.
“Jess is an outstanding advisor whose experience in strategy design and implementation for family businesses and real estate assets will be invaluable to our clients,” said CEO Susan E. Dahl. “I look forward to working with Jess to grow our company, improve outcomes and support the objective of joy for Levatus’ clients.”
Grande has experience in high net worth advisory, investment research and wealth planning and holds a Master of Business Administration from Babson College.
“Today’s investing solutions are not built for real people — the process does not consider individuals actually enjoying the journey of growing their wealth,” said Dahl. “We believe that true success is achieved with a process that connects purpose and meaning with value and investing. That philosophy is at the heart of Levatus.”
Levatus’ offices are located at 129 Newbury St., Boston. For more information, visit http://levatuswealth.com