The Boston 100 | The Power and Potential of Simplicity and Purpose

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The Boston 100 featured LEVATUS' launch and our approach that prioritizes simplicity and purpose

Susan E. Dahl, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.

Last month, she launched LEVATUS, a new wealth services company that offers radical transparency, a flat fee and powerful client impact statements.

“It’s time for a new approach to investing,” Dahl said. “Complex diversification strategies are proving negative to investors. The goal of LEVATUS is to create investment processes that structure portfolios to reduce anxiety, and help clients enjoy the journey.”

About The Boston 100

The Boston 100 is a twice monthly e-newsletter that highlights good people, good works and good companies in and around the Boston region. Comprised of former news writers and journalists, we joined our partners around the world to provide 100-word articles and 100-second videos that provide useful news, entertainment and levity.

Boston Wealth Manager, Boston Wealth Services, Isabel Saltzman, Jessica Grande, Keith Savard, Liz Darling, Purpose, Simplicity, Susan DahlJessica GrandeSusan Dahl, Jessica Grande, LEVATUS, Liz Darling, LEVATUS Wealth Services, Boston Wealth Management, Weston