Weston Town Crier | Susan Dahl, CEO of LEVATUS Wealth Counsel and Investment Management, receives the 2020 Women’s Choice Award for Financial Advisors

Susan Dahl was the recent recipient of the Women’s Choice Award® for Financial Advisors and Firms. ‘It is so meaningful to me that LEVATUS’ approach to wealth services resonates with these amazing women”.

Boston Wealth Manager, LEVATUS, One Bead, Purpose, Simplicity, Susan Dahl, Trailblazers, Boston Wealth ServicesJessica GrandeDecember 15, 2020LEVATUS Wealth ServicesBoston Wealth Services, Boston Wealth Management, Weston, One Bead, Susan Dahl

U.S. News and World Report | How to Shift the Way You Think About Managing Money

"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.

Boston Wealth Services, Boston Wealth Manager, Jessica Grande, LEVATUS, LEVATUS Wealth Services, Simplicity, West Roxbury, ControlJessica GrandeSeptember 21, 2018LEVATUS, LEVATUS Wealth Services, Jessica Grande, West Roxbury, Wealth Management, Boston Wealth Management

Weston Town Crier | Female Executive Joins Board of Innovative Education Non-Profit

"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."

Boston Wealth Manager, LEVATUS, One Bead, Purpose, Simplicity, Susan Dahl, Trailblazers, Boston Wealth ServicesJessica GrandeMarch 14, 2018Liz Darling, Jessica Grande, Boston Wealth Services, Boston Wealth Management, Weston, One Bead, Susan Dahl

Babson Magazine | News, Notes + Nods

Jessica and LEVTAUS were recently featured in the Babson Magazine Winter 2018 edition. Jessica graduated from the F.W. Olin Graduate School of Business at Babson College in 2012.