Financial Advisory in Cambridge, Massachusetts offering Investment Management and Financial Planning services

A different
approach
to wealth services.

Simplicity. Purpose. Empowerment.

Isabel Saltzman, Susan Dahl, Jessica Grande, Liz Darling, Doug Dahl and Moses of LEVATUS Wealth Services

FOUNDING TEAM

Our backgrounds are diverse, our values are shared.

MISSION

We built Levatus to connect purpose and value, to make life simpler and to improve outcomes.

EXPLORE CORE VALUES

Doug Dahl and Susan Dahl of LEVATUS Wealth Services

WHAT WE DO

We provide straightforward solutions, and charge a flat fee.