Financial Advisory in Cambridge, Massachusetts offering Investment Management and Financial Planning services
 

Unleash the Power to Flourish

 
get started ❯
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Welcome

 
 

We hope your visit gives you a sense of what it feels like to be a part of LEVATUS. To help you on your journey we will share client stories, highlight the core values that drive all we do, and offer perspective on solving for the big questions around wealth. We are committed to fully addressing quality of life.

Our Mission ❯
 
 
 

What We do

Solutions with Soul.

Truly extraordinary outcomes require a focus on the full impact of wealth for each individual and across generations. Our clients - multi-generational families, young entrepreneurs, individuals going through life transitions, business owners – benefit from fully integrated solutions at LEVATUS. Uniting planning and investments, with the things that meaningfully impact quality of life.

 
 
LEVATUS Wealth Services

 

 
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FOUNDING TEAM

Diverse backgrounds. Shared values.

Our team is like a family. We stand for honesty, clarity, personal responsibility, kindness, curiosity, community, and joyful rigor.  With decades of rich and diverse experience, we have honed the tools necessary to craft the robust and powerful processes that are applied both in our wealth counsel and investment management. Our values fuel empathy, and a level of service that is exceptional.

 
 
Meet The Team
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The connection between wealth and wellbeing is not automatic and does not happen by accident.

Client Stories
 
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What We Are writing about

We love sharing ideas with you.

Our journal includes articles on

plus a host of other topics. Enjoy!

LEVATUS Journal
 
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Did you Know?

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life is for living

Unleash the power to flourish. Ask more of your wealth.

inquire

 
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