LEVATUS Wealth | High Impact Employee Stock Option Strategy

Cash flow and investment planning around employee stock options can be tricky, and its not just the tax treatment that can trip plan participants up. Define a strategy that speaks to investment exposure, risk concentrations, cash flow management, and tax planning.

Tax and Estate, Philanthropy, LEVATUS Wealth ServicesSusan DahlNovember 27, 2023

LEVATUS Lifestyle | The LEVATUS Boston Team Brings on the Night in Beantown

The LEVATUS Boston Team Brings on the Night in Beantown

LEVATUS Lifestyle, PhilanthropyJessica GrandeDecember 20, 2022LEVATUS Wealth ServicesLEVATUS Wealth Services, Mission-based investing, Impact Investing, Susan Dahl, Jessica Grande, Liz Darling, Women in Finance

LEVATUS Lifestyle | On the Move | The LEVATUS Boston Team has a Pretty New Space on Newbury

The LEVATUS Boston Team has moved! to a pretty new space at 115 Newbury Street.

LEVATUS Lifestyle, PhilanthropyJessica GrandeJune 14, 2022LEVATUS Wealth ServicesLEVATUS Wealth Services, Mission-based investing, Impact Investing, Susan Dahl, Jessica Grande, Liz Darling, Women in Finance

LEVATUS Lifestyle | 2021 Waltham Boys and Girls Club Gala | Empowering Young People in Our Community

This May, LEVATUS was proud to be a sponsor of the Waltham Boys & Girls Club 24th Annual Gala event. Celebrating its 75th Anniversary, the Waltham Boys & Girls Club strives to assure success is within reach of every young person who enters their doors.

LEVATUS Lifestyle, PhilanthropyJessica GrandeMay 7, 2021LEVATUS Wealth ServicesLEVATUS Wealth Services, Mission-based investing, Impact Investing, Susan Dahl, Jessica Grande, Liz Darling, Women in Finance

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