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

Joyful Living

Inside LEVATUS

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Hello :)

 
 

You have found it! The behind the scenes connection to our super smart, sometimes silly and always amazing team. You are probably here because you want to know more about life at LEVATUS.

This means so much to all of us, so we've decided to show you rather than just tell you. With that, we hope these photos and stories will bring this amazing place (and the special mission we all share) to life. We're so glad you're here!

 
 
 
 

our culture

Working at Levatus

The kind of people who thrive at LEVATUS are intelligent, hardworking, fun loving, empathetic and highly ethical. We are purpose driven and forward thinking. We are people who ‘chase the good’ and understand the value of a life well lived. We each measure success by the positive impact we have had on our team and the positive impact we have had on our clients’ lives. This is how LEVATUS measures success as well. If this sounds like you, please visit our jobs board! 

 
Private Wealth Advisory | Boston, MA & Providence, RI
 
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our Perspective

Tedx Beacon Street

 

The investment industry has told us for decades what should make us happy. Why isn’t it working? 

 
 
 
 
 

 
 

Philanthropy at Levatus

 
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Community

Finding ways to support our communities is a core part of the LEVATUS philanthropic mission..  Active involvement with local philanthropic organizations focused on empowering and supporting those who struggle is part of who we are.


getting involved

Leading change is something we feel passionate about. We care deeply about female leadership, innovative approaches to problem solving and empowerment and are always thrilled to roll up our sleeves and get involved to support these causes.


Giving back

We aspire to change the world with many small acts of kindness and to address the issues that matter most to our team members. Being in touch with the people who are a part of our communities inspires us and drives our philanthropic giving.




 
 

community

One Bead – Cheese For Good

OneBead, a local education focused non-profit, is elevating "the power of empowering" to a whole new level right here in Boston’s schools.. Programming in community based entrepreneurship is the catalyst for lessons on innovation, impact, empathy, civic engagement  and leadership. So awesome to support these young entrepreneurs.

 
 
 
 

Getting involved

Rock The Runway

“Rock the Runway” celebrates  the Positive Impact of Female Leadership in Boston. This year’s festivities brought together outstanding women who “lead with style” and “live on purpose” and who, with that, have had an amazing positive impact on our special city. So fun to support this amazing group of trail blazers.

 
 
 

GIVING BACK

Jog for Joy

Jog for Joy is a LEVATUS tradition. Each year our team (and friends from near and far) run in small races in Massachusetts and Rhode Island that support philanthropic missions within our community.  We call it ‘community commitment in motion’.

 
 
 
 

What We’re Up to

 
 
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RECENTLY AT LEVATUS

Our Journal

The diversity of our journal content is a reflection of the holistic approach we take in our conversations with clients and the world. Enjoy!

 
 

follow along

#TeamLevatus

 
 
 

Heart and Soul

We are dedicated to making a difference in the here and now