LEVATUS Wealth Service's Mission

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

A Deeper Approach

Our investment services are comprehensive. Our wealth counsel integrates life, purpose and strategy.

Moses of LEVATUS Wealth Services

Simplicity

We believe a straightforward approach improves outcomes.

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

PURPOSE

We believe wealth counsel must make meaningful connections between personal mission and strategy.

Moses, Doug Dahl and Susan Dahl of LEVATUS Wealth Services

EMPOWERMENT

We have designed our processes to empower clients, a key to living fully.