Susan Dahl's Contact Details

Susan Dahl's Company Details

LEVATUS Wealth Services

Boston, MA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

At the heart of our relationship with clients is human understanding. We provide the highest quality wealth counsel and investment management, and formally integrate this with a proprietary process designed to make direct connections to quality of life.We believe a straightforward approach to investing improves outcomes. We believe clarity empowers clients, a key to living fully. We believe that wealth counsel must make specific and tangible connections between priorities, mission, and strategy. LEVATUS core processes and Signature Services puts these beliefs into action. They are where strategy meets quality of life.Solutions with SoulOur investment experience has taught us that a straightforward, process driven approach improves outcomes. The value and power of clarity, and control are enormous. They create conviction around decision making and empower our clients.We believe that wealth counsel must make specific and tangible connections between priorities, mission, and strategy. These connections are the threads that tie purpose into the fabric of decision making for each client. It is where strategy meets quality of life and it where the positive impact of wealth moves to the next level.#wealthmanagement #boston #femalefounders #womeninbusiness #simplicity #purpose #success #happy