LEVATUS JOURNAL

Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.

Understanding the basics of your financial picture is well within your grasp and is an important part of navigating toward empowerment during the divorce process. Over the years, we have found that woman often have natural talent for many of the foundational elements of good financial stewardship.

The conflict in the Middle East will have a direct impact on key macro economic risk factors.

Financial Planning. Investment Strategy. Private Wealth Services. How to tell if you need any of it, and really answer the question, what am I paying for?

The path of inflation and its amplitude will have important implications for both risk management and financial planning in the years ahead.

The temptation to just hold your breath and wait for divorce to be over is powerful. The alternative, grab control of your finances as a first step in finding your power, and then use that power to accelerate into your next chapter. Financial organization is the first step.

The LEVATUS Boston Team Brings on the Night in Beantown

The financial piece of divorce can be as complex as the emotional journey. With that said, the financial piece can also be a surprising source of strength, a place where control can be both visible and explicit. Grabbing control on the financial side of divorce early, has the capacity to create much broader positive momentum over time.

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

Leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are skills that can be particularly important for entrepreneurs, advisors, leaders and change makers.