LEVATUS was thrilled to support Friends of Boston's Homeless Building a Better Future event on February 8, 2018. It is an amazing organization where purpose and action shine a bright light on the power of empowering.
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Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on diversification and tilts toward liquidity.
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Susan 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.
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