LEVATUS Wealth Counsel | Investment Management is a leader at the forefront of Integrated Wealth Service - a modern system of addressing financial strategy, quality of life, and the full impact of wealth across generations, within a unified plan.
CLIENTS
The LEVATUS community is a small but diverse group - multi-generational families, young entrepreneurs, family business owners with succession goals, individuals going through life transitions. They share an appreciation for uncluttered thinking and an approach that does not 'lose the forest for the trees'. Each client finds a partner here, a partner equipped to help them navigate not only the core elements of financial strategy, but the many and varied ways wealth impacts life and relationships as well.
CORE PRINCIPLES
We believe a straightforward approach to investing improves outcomes. We believe clarity empowers clients, a key to living freely. We believe that the most impactful wealth counsel makes specific and direct connections between financial strategy, mission, and quality of life. LEVATUS’ core processes and Signature Services put these modern, data driven beliefs into action.
SERVICE
Our values drive empathy and a level of service that is uncommonly extraordinary in its precision and care.
LEVATUS LLC is a registered investment advisor. LEVATUS LLC provides investment advisory and related services for clients nationally. LEVATUS LLC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.levatuswealth.com/.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Boston, Ma 02116, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- levatuswealth.com
- Keywords
- Succession planning for families, Wealth Services for family businesses, Financial and life transition partner through divorce, Financial and life transition partner through loss of partner, Children and wealth strategy, Employee stock option planning, Wealth strategy, Wealth planning, Investment management, Integrated Wealth Services, Intergenerational Leadership Education, Trustee Education, Legacy Planning, Investment Management, Planning, Financial Planning.
- HQ
- Boston, MA
Levatus | Wealth Counsel And Investment Management Questions
Levatus | Wealth Counsel And Investment Management's website is levatuswealth.com
Levatus | Wealth Counsel And Investment Management's LinkedIn profile is https://www.linkedin.com/company/levatus-wealth-services
Levatus | Wealth Counsel And Investment Management has
7 employees.
View email and phone details for 7
employees at Levatus | Wealth Counsel And Investment Management.
Levatus | Wealth Counsel And Investment Management's industry is
Investment Management
Levatus | Wealth Counsel And Investment Management's top competitors are
Norton Financial Consultants,
Saltbox Financial,
Northeast Investment Trust Co,
Magictrade,
Sanus,
High Pines Wealth Management, Llc,
Hanstad Wealth Management,
Saturn Asset Management,
Atwater Wealth Management,
Signal Ridge Capital Partners.
Levatus | Wealth Counsel And Investment Management's categories are Investment Management
Levatus | Wealth Counsel And Investment Management's founding year is 2017
