Wealth planning
Integrates planning with investment services.
LEVATUS Wealth Services
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About LEVATUS Wealth Services
Wealth planning and investment management are the core services offered by LEVATUS Wealth Services. Its integrated approach brings planning and investing together with considerations that affect clients' quality of life. The firm serves multi-generational families, young entrepreneurs, individuals going through life transitions, and business owners. Services include wealth counsel and investment management, supported by processes developed by a founding team with decades of experience. LEVATUS also shares perspectives on investing, markets, and tax topics, including passive investing, Roth conversions, and education and health savings accounts. The firm is based in Boston.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Provides investment management and wealth counsel.
Market perspectives
Publishes commentary on investing, markets, and tax topics.
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