Susan 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”.
"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.
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With the Trailblazer Series, Boston Voyager highlights inspiring stories of female leadership and innovation.
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Our 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.
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"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.
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LEVATUS 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.
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"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.
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Susan 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.
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Susan 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.
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Susan 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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