"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.Read More
"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."
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.Read More
Jessica Grande, a West Roxbury resident, is excited to join the Levatus team!Read More
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.Read More