GlobeNewswire | Boston’s Newest Wealth Services Company Champions a Fresh, Simple and Joyful Approach

“We believe that true success is achieved with a process that connects purpose and meaning with value and investing." Susan Dahl, CEO

GlobeNewswire published an article about how LEVATUS is breaking 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.

“Today’s investing solutions are not built for real people – the process does not consider individuals actually enjoying the journey of growing their wealth,” noted Dahl. “We believe that true success is achieved with a process that connects purpose and meaning with value and investing. That philosophy is at the heart of LEVATUS.”