Posts in Susan Dahl
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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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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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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