Driving extraordinary outcomes requires extraordinary service, and a focus on the full impact of wealth across generations.
LEVATUS clients find a partner here. A partner who works with precision and care toward holistic excellence.
INTEGRATED WEALTH SERVICE
LEVATUS is a leader at the forefront of Integrated Wealth Service, a modern approach to financial advisory that is designed to address investments, planning, quality of life, and the full impact of wealth across generations, as part of a unified plan.
CORE PRINCIPLES
We believe clarity empowers clients, a key to living freely. We believe a straightforward approach to investing improves outcomes. We believe that the most impactful wealth counsel makes specific and direct connections between financial strategy, relationships, purpose, and control, to more fully address quality of life. LEVATUS’ core processes and Signature Services put these data driven, and research-based beliefs into action.
Core Levatus wealth services:
The prerequisites:
Investments
Wealth Counsel
Planning
LEVATUS Signature wealth services:
Next level life impact:
Mission Statement Development and Evolution
Children and Wealth
Intergeneration Wealth Stewardship
Family Business Wealth Services
Life Transition Planning
Cash Flow and Priorities Mapping
Family Legacy and Succession Planning
Philanthropic Discernment and Strategy
Family Homestead Strategy and Governance
Organization for Control
Executive Summary Impact Report
DEVELOPMENT
Understanding People
Every person has unique priorities and preferences. Making these visible in financial strategy is what we do. A proprietary mission statement development framework creates structure around the process. The resulting mission statement is an expression of what matters in life, and stands at the center of a customized strategy.
STRATEGY
Clarity and Simplicity
As an investor you have an advantage - long term capital. The LEVATUS investment process is designed to help you benefit from that advantage. Our process is direct and specific, focusing on absolute return objectives over the long-term. This approach is dovetailed with risk planning that speaks to your entire life picture.
SERVICES
Fully Comprehensive
LEVATUS clients benefit from a suite of Signature Services designed to directly address the areas we have seen most profoundly impact quality of life. These are combined with core financial and planning processes to create the foundation for customized strategy. Alongside this we uphold a standard of service that is uncommonly extraordinary in its precision and care.
