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

LEVATUS Lifestyle | ARTLIFTING + LEVATUS Celebrating Thanksgiving, Community and Hope

The Annual LEVATUS Thanksgiving Celebration took on new sparkle this year as we partnered with ARTLIFTING, a wonderful Boston based organization that champions artists struggling with homelessness and disabilities.

LEVATUS LifestyleJessica GrandeDecember 16, 2020LEVATUS Wealth ServicesLEVATUS Wealth Services, Mission-based investing, Impact Investing, Susan Dahl, Jessica Grande, Liz Darling, Women in Finance

LEVATUS Perspective | The Secret to ESG Investing

The secret to effective ESG investing begins with focusing on the “G”. The reason, good governance reduces the risk of bad mistakes of all sorts, including social and environmental.

LEVATUS Perspective, Investments, LEVATUS LifestyleKeith SavardMay 22, 2019LEVATUS Wealth ServicesLEVATUS Perspective, LEVATUS Wealth Services, Impact Investing, ESG, Mission-based investing, portfolio management

Levatus Women and Wealth | Celebrating the Impact of Women's Leadership in Boston

On May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.

Women and Wealth, LEVATUS LifestyleJessica GrandeMay 10, 2019LEVATUS Wealth ServicesLEVATUS Wealth Services, Mission-based investing, Impact Investing, Susan Dahl, Jessica Grande, Liz Darling, Women in Finance

LEVATUS Women and Wealth | Action Plan for Financial Empowerment

Susan Dahl, Liz Darling, and Jessica Grande, spoke to a lively crowd of retirees about taking control over their finances.

Liz Darling, LEVATUS Lifestyle, LEVATUS Perspective, Women and WealthJessica GrandeApril 24, 2019LEVATUS Wealth ServicesLEVATUS Wealth Services, LEVATS Events, Weston, Retirement, Mission-based investing, Women in Finance, Financial Empowerment

LEVATUS Investments | Unique Perspective on Long-term Value 2019

Our annual big picture perspective on long-term investment growth and where to find it. Private client access,

LEVATUS Wealth Services, LEVATUS PerspectiveKeith SavardJanuary 15, 2019LEVATUS Wealth ServicesLEVATUS Wealth Services, portfolio management, Mission-based investing

LEVATUS Lifestyle | Female Leadership, Empowerment and Community

LEVATUS loves being a part of the Boston community and is always excited to find neat ways to support it. OneBead, a local education focused non-profit organization, is elevating "the power of empowering" to a whole new level...

LEVATUS LifestyleSusan DahlDecember 6, 2018LEVATUS Wealth Servicescommunity building, Mission-based investing, One Bead, ESG, Women in Finance