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.
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.
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.
The connection between wealth and wellbeing is not automatic and does not happen by accident.
What We Are writing about
We love sharing ideas with you.
Our journal includes articles on
Philanthropy
Market and policy events
Wealth and Children
Tax and Legacy Planning
Female leadership
Impact investing
plus a host of other topics. Enjoy!
Did you Know?
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life is for living
Unleash the power to flourish. Ask more of your wealth.
