Posts in Purpose
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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