Posts tagged Wealth Management
U.S. News and World Report | How to Shift the Way You Think About Managing Money

"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.

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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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