The investment industry has told us for decades what should make us happy. Why isn't it working? The complexity of the current approach creates road blocks to happiness. How do we tear these down? The answer begins by asking a different question. Turn the existing model on its head and develop solutions that are designed to empower us
Read MoreSusan 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”.
Susan Dahl, CEO of LEVATUS Wealth Services, recommends that parents teach children about finances according to their stage of cognitive development.
Read MoreSusan Dahl, CEO of Levatus Wealth Services, is featured in this month’s Readers Digest on the hot topic of maximizing your security online. The article offers 9 sure fire ways to recognize risks and navigate everyday digital communication with more confidence.
Read MoreSusan Dahl, Liz Darling, and Jessica Grande, of LEVATUS Wealth Services, spoke to a lively crowd of retirees about taking control over their finances.
LEVATUS hosted a diverse group of parents, grandparents and teachers at the Boston Public Library’s Kirstein Business Library & Innovation Center to discuss their unique framework for integrating cognitive development, financial strategy and wealth’s impact on children.
Read More"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.
Read MoreWith the Trailblazer Series, Boston Voyager highlights inspiring stories of female leadership and innovation.
Read MoreOur approach thinks of wealth from a big-picture perspective and, because of this perspective, actively integrates the math of successful investing with the science on what best enables human happiness.
Read More"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."
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.
Read MoreLEVATUS was thrilled to support Friends of Boston's Homeless Building a Better Future event on February 8, 2018. It is an amazing organization where purpose and action shine a bright light on the power of empowering.
Read MoreReal estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on diversification and tilts toward liquidity.
Read More"Investment clients should ensure they have direct access to review their holdings at the custodial level, not just through their advisor," says Susan Dahl, founder of wealth services company Levatus in Boston.
Read MoreJessica Grande, a West Roxbury resident, is excited to join the Levatus team!
Read MoreSusan Dahl, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.
Read MoreSusan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth management. She knew there was another way – one that delivered a more purposeful, transparent and joyful financial journey.
Read MoreComplex diversification strategies are proving negative to investors. The goal of LEVATUS is to create investment processes that structure portfolios to succeed and to reduce anxiety, not create it
Read MoreLEVATUS breaks the mold of traditional wealth management with ground-breaking transparency exemplified by a flat fee; a proprietary process that reduces complexity to improve outcomes; and an approach that prioritizes purpose and meaning.
Read MoreSusan Dahl thinks the finance industry is missing the point about how we manage people's money. The formula built for institutions is being applied to individuals, but is that what really makes people happy? What's the point, and how can we solve for it?
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