Susan Dahl, Liz Darling, and Jessica Grande, of LEVATUS Wealth Services, spoke to a lively crowd of retirees about taking control over their finances.
LEVATUS hosted a diverse group of parents, grandparents and teachers at the Boston Public Library’s Kirstein Business Library & Innovation Center to discuss their unique framework for integrating cognitive development, financial strategy and wealth’s impact on children.Read More
"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.Read More
With the Trailblazer Series, Boston Voyager highlights inspiring stories of female leadership and innovation.Read More
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.Read More
"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."
Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on diversification and tilts toward liquidity.Read More
"Investment clients should ensure they have direct access to review their holdings at the custodial level, not just through their advisor," says Susan Dahl, founder of wealth services company Levatus in Boston.Read More
Jessica Grande, a West Roxbury resident, is excited to join the Levatus team!Read More
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.Read More
Susan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth management. She knew there was another way – one that delivered a more purposeful, transparent and joyful financial journey.Read More
Complex diversification strategies are proving negative to investors. The goal of LEVATUS is to create investment processes that structure portfolios to succeed and to reduce anxiety, not create itRead More
LEVATUS breaks the mold of traditional wealth management with ground-breaking transparency exemplified by a flat fee; a proprietary process that reduces complexity to improve outcomes; and an approach that prioritizes purpose and meaning.Read More
Susan Dahl thinks the finance industry is missing the point about how we manage people's money. The formula built for institutions is being applied to individuals, but is that what really makes people happy? What's the point, and how can we solve for it?Read More