Levatus
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
129 Newbury St Ste 300, Boston, Massachu...Phone Number
(617) 505-4710Website
www.levatuswealth.comRevenue
$8.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Levatus
Levatus Wealth is a private wealth management firm based in Boston, MA, and Providence, RI, specializing in providing female-led wealth counsel, advisory, and investment management services. The firm caters to a diverse clientele, including multi-generational families, young entrepreneurs, individuals undergoing life transitions, and business owners, focusing on the integration of financial strategy and quality of life. With a commitment to exceptional service and core values such as honesty and empathy, Levatus aims to empower clients to fully realize the impact of their wealth across generations. Their offerings include integrated wealth services, succession planning, and tailored investment strategies.Explore more
Levatus Org Chart
NT
Executive Assistant & Client Services Concier...
ED
Senior Client Advisor
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Levatus Wealth is a private wealth management firm based in Boston, MA, and Providence, RI, specializing in providing female-led wealth counsel, advisory, and investment management services. The firm caters to a diverse clientele, including multi-generational families, young entrepreneurs, individuals undergoing life transitions, and business owner... Read More
